PlannerFees

Render Financial, LLC fees and pricing

Financial planner in Edmond, Oklahoma. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated September 23, 2026, Render Financial, LLC charges $250 an hour, a flat or project fee of $2,500, a monthly fee of $350, and an annual fee of $2,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 23, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$250/hr
“The fee is calculated based on the estimated hours required at a rate of $250 per hour.”
Flat or project fee
$2,500
“Clients with complex needs may incur an initial planning fee of $2,500 and an annual fee of $2,000 or more based on the complexity of their personal and/or business needs.”
Monthly fee
$350/mo
“The monthly Financial Planning portion ($350/month) of the Wealth Management fee is billed monthly in arrears and payable within ten (10) days after the date of invoice.”
Annual fee
$2,000/yr
“Clients with complex needs may incur an initial planning fee of $2,500 and an annual fee of $2,000 or more based on the complexity of their personal and/or business needs.”

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

How Render Financial, LLC bills

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

  • “These services are provided on a case-by-case basis, with the scope and fees agreed upon in advance between the Firm and the client.”
  • “Fees may be negotiable based on the complexity of client needs, the time required, and the size of the client’s account(s).”
  • “Fees are due within 10 days of invoice issuance.”

How Render Financial, LLC’s fees compare

  • Its hourly rate of $250 matches the Oklahoma median of $250. 32% of the 41 other Oklahoma planners that publish an hourly rate charge less.
  • 2 of the 5 other planners in Edmond that publish an hourly rate charge less.
  • Its flat or project fee of $2,500 is below the Oklahoma median of $2,875. 31% of the 35 other Oklahoma planners that publish a flat or project fee charge less.
  • 2 of the 6 other planners in Edmond that publish a flat or project fee charge less.
  • Its annual fee of $2,000 is below the Oklahoma median of $5,000. 18% of the 11 other Oklahoma planners that publish an annual fee charge less.
  • None of the 2 other planners in Edmond that publish an annual fee charge less.

About Render Financial, LLC

“Render Financial provides personalized financial planning and investment advisory services to individuals, small businesses, and high net worth clients. Render Financial provides personalized financial planning and investment advisory services to individuals, small businesses, and high net worth clients.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Solo practice: one person runs the firm, so you work directly with the planner.
  • Meets clients remotely: the brochure mentions virtual or online meetings.
  • Registered as an adviser: 2025.

Planning areas mentioned in the brochure

  • Retirement planning
  • Tax planning
  • Estate planning
  • Business owners
  • Insurance analysis
  • Cash flow and budgeting

Firm details from Form ADV

How the firm is paid
Hourly fees, fixed or flat fees, percentage of assets under management
Charges a % of assets
Yes
Highest asset based fee in brochure
0.5% a year
Employees
1
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, and other services
Assets managed
$1,590,000
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
335983
Website
eightypercentfinancial.com (opens in new tab)
Phone
(405) 212-5226

Other planners in Edmond that publish fees

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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.