A complete list of active advisors currently associated with Rennie & Associates
Warmer can help you find a great advisor at Rennie & Associates or one who fits your needs even better.
Rennie & Associates provides comprehensive financial planning to individuals and high-net-worth individuals, delivering written plans that address insurance, estate, tax, education, investment, and retirement planning. The firm is a solo-practitioner registered adviser serving a modest client base and emphasizes fact-finding meetings to tailor each client’s plan. The firm develops long-term, asset-allocation-focused investment plans based on clients’ goals, time horizons, and risk profiles, recommending primarily no-load mutual funds and ETFs and following a buy-and-hold philosophy. Rennie & Associates supplements plan delivery with up to six months of implementation assistance and conducts semiannual written reviews for retainer clients, using public, subscription, and proprietary research in its fund selection process. What distinguishes the firm from many peers is that it does not provide portfolio management, accept custody, or take discretionary trading authority over client assets and does not charge percentage-of-assets fees; instead it offers fixed-fee planning and optional retainer arrangements. The firm also publishes a client newsletter (provided complimentary to retainer clients), a practice that is uncommon among similar independent, solo-advisor firms.
To learn more about the advisors currently working at Rennie & Associates, 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.
Name |
Location |
Years of experience |
|---|---|---|
Irvine, CA
| 17
|
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