Renew Family Wealth fees and pricing
Financial planner in Jupiter, Florida. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated June 8, 2026, Renew Family Wealth charges $150-$250 an hour and a flat or project fee of $1,500-$5,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed June 8, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $150-$250/hr
“Renew Family Wealth charges an hourly fee that ranges between $150 and $250 per hour.”
- Flat or project fee
- $1,500-$5,000
“Renew Family Wealth will charge a fixed fee that ranges from $1,500 to $5,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Renew Family Wealth bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Our fees are negotiable depending on the scope, complexity, needs, and circumstances of the Client, as well as the amount of time estimated to complete the requested services.”
- “Fees will typically be due quarterly in arrears and may be deducted from an account owned by the client upon written authorization, or, upon client request, we will directly invoice the client.”
- “The Agreement will set forth the terms and conditions of the engagement and describe the scope of the services to be provided, as well as the fee payable by the Client to Renew Family Wealth.”
How Renew Family Wealth’s fees compare
- Its hourly rate of $150-$250 is below the Florida median of $288. 14% of the 372 other Florida planners that publish an hourly rate charge less.
- None of the 3 other planners in Jupiter that publish an hourly rate charge less.
- Its flat or project fee of $1,500-$5,000 spans the Florida median of $4,900. 40% of the 320 other Florida planners that publish a flat or project fee charge less.
- 2 of the 7 other planners in Jupiter that publish a flat or project fee charge less.
About Renew Family Wealth
“We offer financial planning services, which typically involve providing a variety of advisory services to Clients regarding the management of their financial resources based upon an analysis of their individual needs.”
- Firm size: 5 employees.
- Registered as an adviser: 2018 (8 years).
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
- 1.25% a year
- Clients
- 78
- Employees
- 5
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, and charities
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other advisers, and other services
- Assets managed
- $105,378,672
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 298618
- Phone
- (561) 406-2146
Can advise clients in 3 states: Florida, Louisiana, New York
Other planners in Jupiter that publish fees
- Bluewater Asset ManagementJupiter$5,000
- Boca Retirement Strategies Inc.Jupiter$250-$350/hr
- Cayside PartnersJupiter$500-$1,250/hr, $5,000-$25,000
- Foresight Financial AdvisoryJupiter$1,000-$5,000
- Fortuna Investors LLCJupiter$400/hr, $5,000
- Giessel Wealth AdvisorsJupiter$2,000-$8,000, $18,000/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.