A complete list of active advisors currently associated with The Renn Wealth Management Group, Inc.

Warmer can help you find a great advisor at The Renn Wealth Management Group, Inc. or one who fits your needs even better.

The Renn Wealth Management Group, Inc. provides portfolio management and fee‑based financial planning primarily to individual and high‑net‑worth clients, along with business owners, trusts and retirement plans. The firm offers both discretionary and non‑discretionary management and delivers advisory services through several Raymond James managed‑account platforms and wrap programs. RWMG uses an institutional investment process that incorporates forward‑looking capital markets assumptions, asset allocation optimization and relative‑strength analysis to tailor portfolios to each client’s risk profile and objectives. The firm also uses sub‑advisers and the Raymond James Consulting Services (RJCS) platform to access third‑party managers and model portfolios not otherwise available to many retail clients. Compared with many peers, RWMG’s advisors are registered representatives of Raymond James Financial Services and the firm serves as a portfolio manager within Raymond James wrap fee programs, meaning it receives a portion of wrap fees and operates closely with Raymond James platforms. Principals are additionally affiliated with multiple insurance agencies and may receive commission income from insurance sales, although the brochure discloses that commissions and transaction‑based revenue represent less than 25% of the firm’s revenue and clients retain the ability to implement recommendations through other broker‑dealers.

To learn more about the advisors currently working at The Renn Wealth Management Group, Inc., 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.