Rennie & Associates fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 25, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$150/hr

“RENNIE & ASSOCIATES will charge Clients with unique requirements not consistent with the above at a rate of $150 per hour.”

Annual fee

$1,000⁠-⁠$15,000/yr

“Thereafter, RENNIE & ASSOCIATES charges an optional annual retainer fees ranging from $1,000 to $15,000 for periodic updates of the financial plan.”

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

How Rennie & Associates bills

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

• “You will be advised in advance of the fee to be charged.”
• “You will be advised in advance of the retainer fee to be charged.”
• “You will be invoiced following the end of each annual retainer period.”

How Rennie & Associates’ fees compare

• Its hourly rate of $150 is below the California median of $300. 4% of the 932 other California planners that publish an hourly rate charge less.
• None of the 30 other planners in Irvine that publish an hourly rate charge less.
• Its annual fee of $1,000-$15,000 spans the California median of $6,250. 58% of the 224 other California planners that publish an annual fee charge less.
• 3 of the 3 other planners in Irvine that publish an annual fee charge less.
• It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Rennie & Associates

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: ChFC® and CFA.
• Founded: 1999 (27 years).

Planning areas mentioned in the brochure

• Retirement planning

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees

Charges a % of assets

No

Clients

90

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and newsletters and publications

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

288710

Website

rennieandassociatesfp.com (opens in new tab)

Phone

(949) 679-4775

Other planners in Irvine that publish fees

• 3D Holistic WealthIrvine$300/hr, $1,500⁠-⁠$10,000
• Advanced Financial Strategies IncIrvine$200⁠-⁠$400/hr
• Am Wealth Solutions, LLCIrvine$250/hr
• Ascend Financial Advisers, IncIrvine$350/hr
• Beltramo Financial Services, Inc.Irvine$1,500⁠-⁠$5,000
• Capital CS Group, LLCIrvine$450/hr, $1,000⁠-⁠$50,000

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