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Renaissance Advisors

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Client assets under management

$136,433,329

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Clients

334

7% high-net-worth

Advisors

2

of 2 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

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Clients per advisor

167

Very High

Average account size

$408,483

About

Renaissance Advisors provides discretionary asset management, financial planning and ERISA 3(21) retirement‑plan advisory services to individuals, high‑net‑worth clients, trusts, estates and business entities. The firm documents client goals, constructs personalized investment programs and delivers ongoing portfolio monitoring and plan‑level reporting.

Portfolios are managed to clients’ stated objectives, time horizons and risk tolerance using a mix of fundamental, technical, charting and cyclical analysis, with periodic reviews at least quarterly. Like most peers, Renaissance generally charges asset‑based advisory fees for its discretionary management and offers financial planning as a separate service.

A comparatively uncommon feature of Renaissance’s practice is that it offers performance‑based compensation arrangements to eligible clients, using a high‑water‑mark methodology alongside asset‑based fees — an arrangement noted as rare among supported firms. The brochure also discloses that the firm’s principal is a licensed insurance agent who offers insurance products for separate compensation (about 5% of his time), a potential conflict the firm describes and says it mitigates.

Client services

Financial planning Portfolio management Pension consulting

Expertise

Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Founder/Business Owner

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Fee options

Fixed

Financial planning fees between $1,500 and $3,000 depending on complexity.

Percentage

$0 - $500,000: 1.50% $500,001 - $1,000,000: 1.25% $1,000,001+: 1.00%

Performance-based

For qualified clients: 0.75% asset-based management fee plus 10% performance fee on gains above a high-water mark.

Main office location

Renaissance Advisors

602 Steed Road Suite 110

Ridgeland MS 39157, United States

Number of offices

1

Most active in

More info

Louisiana · Mississippi · Texas

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook X Website 601-714-1034

Advisors at this firm

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Blake H

CFP®, ChFC®, Series 63, Series 65

Ridgeland, MS

Renaissance Advisors

Blake Headley is a CFP® and ChFC® with 22 years of industry experience. He has been with Renaissance Advisors since 2015. In addition to his advisory role, he works as an independent insurance agent selling insurance products. Renaissance Advisors provides discretionary asset management, financial planning, and limited-scope ERISA 3(21) retirement-plan advisory services to individuals, trusts, estates, and business entities. The firm customizes portfolios based on client objectives and risk tolerance, employing a combination of fundamental, technical, charting, and cyclical analyses, and offers performance-based fee arrangements for qualified clients.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
user avatar

Jason B

CFP®, Series 65

Ridgeland, MS

Renaissance Advisors

Jason Brown is a CFP® with 11 years of industry experience, currently serving as an advisor at Renaissance Advisors since 2015. He also works as an independent insurance agent in Ridgeland, MS, selling insurance products on a part-time basis. Renaissance Advisors provides discretionary asset management, financial planning, and limited-scope ERISA 3(21) retirement-plan advisory services to individuals, trusts, estates, and business entities. The firm customizes portfolios based on client objectives and risk tolerance, offering ongoing management and plan sponsor support, including investment policy statement development and monitoring.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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