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Advisor

Gary Rennie

Rennie and Associates · Irvine, California

Gary Rennie is a fee-only financial advisor at Rennie and Associates in Irvine, California, who holds the CFP credential. Gary charges a flat fee or retainer (no asset minimum).

Flat fee or retainer Fee-only CFP

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Facts

FirmRennie and Associates
Based in Irvine, California
Fee modelFlat fee or retainer
Fees (firm's website)No asset minimum
CredentialsCFP
SEC registration Investment adviser representative in CA · CRD 2150043
Firm size1 employee
Disclosures None reported
Websiterennieandassociatesfp.com

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Questions about Gary

Is Gary Rennie a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Gary holds no broker registration, and Rennie and Associates reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

How does Gary charge for financial advice?

Gary charges a flat fee or retainer.

How much does Gary charge?

According to Rennie and Associates's website, checked October 30, 2026: no asset minimum.

Where is Gary Rennie based?

Gary Rennie is based in Irvine, California.

What credentials does Gary Rennie hold?

Gary Rennie holds the CFP credential.

Is Gary Rennie registered with the SEC?

Yes. Gary Rennie is registered as an investment adviser representative in CA (CRD 2150043), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

How do I contact Gary Rennie?

Through Gary's website, rennieandassociatesfp.com.

What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms

Other fee-only advisors in Irvine

Where this information comes from

  • SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
  • Rennie and Associates website : specialties, clients served, and fees, checked October 30, 2026
  • SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
  • Directory listing last checked October 30, 2026.

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