A complete list of active advisors currently associated with Renaissance advisory group

Warmer can help you find a great advisor at Renaissance advisory group or one who fits your needs even better.

Renaissance Advisory Group manages roughly $70 million for about 65 individual clients, with a client mix that includes high‑net‑worth households. The firm offers discretionary portfolio management and related advisory services and typically charges fees as a percentage of assets under management. The firm’s brochure describes its methods of analysis and investment strategies and notes ongoing account reviews and the use of investment discretion when authorized by clients. It also documents brokerage practices, custody arrangements and a formal code of ethics, reflecting established operational and compliance processes. What is distinctive is the firm’s small advisor footprint combined with a relatively concentrated client base and AUM, which implies a higher AUM-per-advisor focus than many peers and may affect client access to the lead advisor. The ADV also contains a section on performance‑based fees and side‑by‑side management and discloses other financial industry activities and proxy‑voting policies, items that prospective clients may want to review for potential conflicts or operational complexities.

To learn more about the advisors currently working at Renaissance advisory group, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.