Renee Kwok
TFC Financial · Boston, Massachusetts
Renee Kwok is a fee-only financial advisor at TFC Financial in Boston, Massachusetts, who holds the CFP credential. Renee focuses on retirement planning, tax planning and estate & legacy planning. TFC Financial reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Founders
- Executives
- Multi-generational families
- Divorced individuals
- Pre-retirees
Facts
| Firm | TFC Financial |
|---|---|
| Based in | Boston, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $1.78B across 1,619 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MA · CRD 2003587 |
| Firm size | 22 employees |
| Disclosures | None reported |
| Website | www.tfcfinancial.com |
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Questions about Renee
Is Renee Kwok a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Renee holds no broker registration, and TFC Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Renee charge for financial advice?
Renee's firm, TFC Financial, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Renee Kwok based?
Renee Kwok is based in Boston, Massachusetts.
What does Renee specialize in?
Renee's specialties include retirement planning, tax planning, estate & legacy planning, small business owners, divorce financial planning and family wealth transfer. Renee works with founders, executives, multi-generational families, divorced individuals and pre-retirees.
What credentials does Renee Kwok hold?
Renee Kwok holds the CFP credential.
Is Renee Kwok registered with the SEC?
Yes. Renee Kwok is registered as an investment adviser representative in MA (CRD 2003587), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does TFC Financial manage?
TFC Financial reports $1.78B across 1,619 accounts in assets under management.
How do I contact Renee Kwok?
Through Renee's website, www.tfcfinancial.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
- TFC Financial 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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