The Renaissance Group fees and pricing

Financial planner in Ventura, California. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated January 9, 2026, The Renaissance Group charges $250 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 9, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $250/hr; “An hourly fee of $250 is charged by The Renaissance Group for financial planning services under this arrangement.”

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

“Upon presentment of the invoice to you, The Renaissance Group will deduct the hourly fees due against your current retainer balance and you are required to immediately pay The Renaissance Group any outstanding balance of hourly fees due.”
“The financial planning services terminate upon delivery of the written financial plan or upon either party providing the other party with written notice of termination.”
“In the event that there is a remaining balance of any fees paid in advance after the deduction of fees from the final invoice, those remaining proceeds will be refunded by The Renaissance Group to you.”

Its hourly rate of $250 is below the California median of $300. 19% of the 932 other California planners that publish an hourly rate charge less.
2 of the 3 other planners in Ventura that publish an hourly rate charge less.
It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

“The Renaissance Group offers financial planning services, which involve preparing a written financial plan covering specific or multiple topics.”

From the firm's description of its advisory business in its Form ADV brochure.

Is something on this page wrong or out of date?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.