Renaissance Advisors fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed July 30, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$1,500⁠-⁠$3,000

“Renaissance charges a fixed fee for financial planning services between $1,500 and $3,000 dependent upon the complexity of the Client’s specific situation.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Renaissance Advisors bills

Payment and refund terms, quoted from the fee section of the brochure.

• “The fees are charged monthly in advance and are based on the amount of assets managed as of the close of business on the last business day of the previous month.”
• “For accounts opened or closed mid-billing period, fees will be prorated based on the days services are provided during the given period.”
• “The annual fee and performance-based fee are negotiable.”

How Renaissance Advisors’ fees compare

• Its flat or project fee of $1,500-$3,000 is below the Mississippi median of $3,000. 23% of the 13 other Mississippi planners that publish a flat or project fee charge less.

About Renaissance Advisors

• Firm size: 3 employees.
• Credentials named in the brochure: CFP® and ChFC®.
• Registered as an adviser: 2025.

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management, performance based fees

Charges a % of assets

Yes

Highest asset based fee in brochure

1.5% a year

Clients

334

Employees

3

Works with

Individuals, high net worth individuals, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and pension consulting

Assets managed

$147,482,035

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

175254

Website

renadv.com (opens in new tab)

Phone

(601) 714-1034

Can advise clients in 3 states: Louisiana, Mississippi, Texas

Other planners in Ridgeland that publish fees

• Bergland Wealth Management, Inc.Ridgeland$2,500/qtr, $10,000/yr
• Easley Investment Consultants, Inc.Ridgeland$300/hr
• Barnes Pettey Financial Advisors, LLCClarksdale$750⁠-⁠$3,000
• Brick Street FinancialClinton$500/hr, $1,500⁠-⁠$2,500
• Caldric CapitalSeminary$200/hr
• Collaborative AdviceMadison$300/hr, $2,000⁠-⁠$10,000

Compare all 7 planners in Ridgeland