Jonathan Loer
Renaissance Wealth Advisors · Newton, Massachusetts
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.
Request an introduction to Jonathan →
Facts
| Firm | Renaissance Wealth Advisors |
|---|---|
| Based in | Newton, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $109.9M across 459 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MA · CRD 2725999 |
| Exams passed | Series 63 (1996) · Series 66 (2001) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.rw-advisors.com |
| Profile |
How Jonathan's firm compares
- Renaissance Wealth Advisors's average account is about $239,000, from its Form ADV (assets managed divided by 459 accounts).
Request an introduction to Jonathan
Tell Jonathan a little about what you're looking for. Jonathan isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Jonathan
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
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
- 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.
See something wrong? Request a correction. Read our methodology.