Serene Financial Solutions

Financial planning in Gaithersburg, MD

State registeredNo commissions reported

Call (240) 840-6159 Send a message Map ↗

Public-record details

Address: 9711 Washingtonian Blvd, Ste. 550, Gaithersburg, MD 20878
Phone: (240) 840-6159
Listed under: Financial planning, Hourly fees, Flat / fixed fees
Legal name: Serene Financial Solutions LLC
CRD number: 307284
Registration: State registered: MD, VA
Compensation (Form ADV 5.E): Hourly charges; Fixed fees; Other (Financial Consulting-Hourly Service)
Commissions: None reported (Form ADV Item 5.E)
Services (Form ADV 5.G): Financial planning; Portfolio management for individuals/small businesses; Educational seminars/workshops
Regulatory assets under management: $7.8 million
Accounts managed: 35
Clients reported (Form ADV 5.D): 35
Individual / high-net-worth clients: 35 / 0
Employees: 1
Other business activities (Form ADV 6.A): Also active as: accountant or accounting firm
Disclosures reported on Form ADV: None reported
Latest Form ADV filing: 2026-04-20

State registered (MD, VA) investment adviser, CRD 307284, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

SEC IAPD summary for CRD 307284 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums).
FINRA BrokerCheck — look up the individual advisers at this firm.
Firm website (as listed on Form ADV)

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.

All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.

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