Fee-only adviser · Lake Oswego, OR
Serene Point Advisors LLC
Serene Point Advisors LLC is a fee-only investment adviser registered with the securities regulators of California, Oregon, with a mailing address in Lake Oswego, Oregon (its office is a private residence, so the street address is not published). On its latest Form ADV, filed March 16, 2026, it reports $33M in regulatory assets under management, 60 individual clients and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: California, Oregon |
|---|---|
| Firm CRD number | 309433 |
| Office | Lake Oswego, OR (mailing address; office not published) |
| Phone | (503) 360-9550 |
| Website | planserene.com |
| Regulatory assets under management | $33M ($32M discretionary) |
| Individual clients | 42 non-high-net-worth, 18 high-net-worth |
| Financial planning clients | 26-50 |
| How it charges | Percentage of assets, Hourly, Fixed fee |
| Services | Financial planning, Portfolio management, Selection of other advisers |
| Employees | 2 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 16, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Lake Oswego
- Human Investing $2.2B
- CGC Financial Services $876M
- Taurus Capital Advisors, LLC $231M
- Allium Financial Advisors, LLC $734M
- CWC Advisors, LLC $445M
- Aerodigm Wealth LLC $1.5B
See all 34 fee-only advisers in Lake Oswego →
Nearby
- Tigard 4 firms
- Tualatin 2 firms
- Beaverton 15 firms
- West Linn 4 firms
- Milwaukie 1 firm
- Portland 58 firms
- Gladstone 1 firm
- Wilsonville 2 firms
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