Renaissance Wealth Advisors, LLC fees and pricing
Financial planner in Newton, Massachusetts. Registered with the SEC.
According to its Form ADV Part 2A brochure dated February 27, 2026, Renaissance Wealth Advisors, LLC charges an annual fee of $1,500-$20,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 27, 2026. Fees can change, so confirm with the firm before you hire them.
- Annual fee
- $1,500-$20,000/yr
“RWA offers financial planning for a fixed ongoing planning fee ranging from $1,500 to $20,000 annually.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Renaissance Wealth Advisors, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The investment advisory fee in the first month of service is prorated from the inception date of the account[s] to the end of the first month.”
- “Financial planning fees are invoiced in advance of each month based on the agreed upon financial planning fee divided by 12.”
- “The financial planning fee in the first month of service is prorated from the effective date of the agreement to the end of the first month.”
How Renaissance Wealth Advisors, LLC’s fees compare
- Its annual fee of $1,500-$20,000 spans the Massachusetts median of $8,250. 66% of the 62 other Massachusetts planners that publish an annual fee charge less.
- 1 of the 3 other planners in Newton that publish an annual fee charge less.
About Renaissance Wealth Advisors, LLC
- Firm size: 2 employees.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2026.
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Clients
- 93
- Employees
- 2
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $109,897,240
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 300007
- Phone
- (617) 663-5595
Can advise clients in 2 states: Massachusetts, New Hampshire
Other planners in Newton that publish fees
- Brock Hill Wealth ManagementNewton$500/hr
- Emma Research LLCNewton$200/hr
- Insight Financial StrategistsNewton$300/hr, $5,500
- Paragon Financial AdvisorsNewton$400/hr, $4,000-$30,000/yr
- Philip J. Sagan Financial Consulting, Inc.Newton$425/hr
- Takayoshi Wealth Management LLCNewton$5,000, $3,500/yr
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.