Render Financial, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Render Financial serves individual investors, high‑net‑worth individuals, families, retirees, and small businesses with personalized financial planning, portfolio management, and discretionary wealth management. The firm also offers non‑advisory tax preparation, bookkeeping, and business consulting services, including a bundled monthly bookkeeping/tax offering targeted at digital content creators and service‑based digital entrepreneurs.
Investment recommendations are tailored to each client’s objectives, risk tolerance, and time horizon, and the firm implements wealth management on a discretionary basis using strategic, largely passive portfolio allocations informed by macroeconomic and sector analysis. Render Financial operates through third‑party custodians and relies on clients to provide account statements for reviews; clients retain proxy voting rights and the firm does not vote proxies on their behalf.
What distinguishes the firm from many solo independent advisers is the integration of operating business services (cash flow forecasting, KPI tracking, financial modeling) with investment advice and the explicit focus on digital entrepreneurs as a niche client segment. The firm is small and recently formed, delivers most services remotely using cloud accounting tools, and discloses and manages the conflicts created by offering in‑house tax, bookkeeping, and consulting through separate engagement agreements.
Client services
Expertise
Occupation focus
Fee options
Financial planning one-time engagements and standalone tax preparation fees (e.g., $750 for basic individual return, $1,500 for self-employed, $2,500 for S corp/partnership, $3,500 for C corp). Bookkeeping monthly fees $250 to $1,500; business consulting projects typically $1,500 to $10,000.
$250,000+: 0.50% of assets under management (AUM) plus $350/month
$250 per hour for financial planning one-time engagements and tax preparation complexity adjustments.
Wealth Management includes $350/month fixed fee for financial planning portion; ongoing business consulting monthly fees from $500 to $3,500; tax and bookkeeping bundled service $300 to $400 per month depending on entity type.
Fee-only: Financial planning and consulting services offered on a fee-only basis with hourly rate $250/hour for one-time engagements and fixed annual fees for ongoing planning (e.g., initial fee $1,000 to $2,500 and annual fee $1,000 to $2,000+). Business consulting fees negotiable: $1,500 to $10,000 for projects and $500 to $3,500 per month ongoing, or $250/hour.
Main office
Edmond OK
Advisors at this office
1
Most active in
Oklahoma
Also doing business as
Eighty Percent Financial · Eighty Percent Financial, LLC · Render Financial, LLC
Disclosures
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Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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