# Jonathan Loer

> Jonathan Loer is a fee-only financial advisor at Renaissance Wealth Advisors in Newton, Massachusetts, who holds the CFP credential. Renaissance Wealth Advisors reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/jonathan-loer/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Renaissance Wealth Advisors
- **Based in:** Newton, Massachusetts
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $109.9M across 459 accounts
- **Credentials:** CFP
- **CRD:** 2725999 (https://adviserinfo.sec.gov/individual/summary/2725999)
- **SEC registration:** Investment adviser representative in MA
- **Exams passed:** Series 63 (1996), Series 66 (2001)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** http://www.rw-advisors.com

## Frequently asked questions

### Is Jonathan Loer a fee-only financial advisor?

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

### How does Jonathan charge for financial advice?

Jonathan's firm, Renaissance Wealth Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Jonathan Loer based?

Jonathan Loer is based in Newton, Massachusetts.

### What credentials does Jonathan Loer hold?

Jonathan Loer holds the CFP credential.

### Is Jonathan Loer registered with the SEC?

Yes. Jonathan Loer is registered as an investment adviser representative in MA (CRD 2725999), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Renaissance Wealth Advisors manage?

Renaissance Wealth Advisors reports $109.9M across 459 accounts in assets under management.

### How do I contact Jonathan Loer?

Through Jonathan's website, www.rw-advisors.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2725999): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.