# Renée Mrosowski

> Renée Mrosowski is a fee-only financial advisor at Summit Group Retirement Planners in Spanish Fort, Alabama. Summit Group Retirement Planners reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Summit Group Retirement Planners
- **Based in:** Spanish Fort, Alabama
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $302.3M across 255 accounts
- **CRD:** 7036439 (https://adviserinfo.sec.gov/individual/summary/7036439)
- **SEC registration:** Investment adviser representative in AL
- **Exams passed:** Series 65 (2019)
- **Firm size:** 4 employees
- **Disclosures:** None reported
- **Website:** http://www.sgretirementplanners.com/

## Frequently asked questions

### Is Renée Mrosowski a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Renée holds no broker registration, and Summit Group Retirement Planners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Renée charge for financial advice?

Renée's firm, Summit Group Retirement Planners, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Renée Mrosowski based?

Renée Mrosowski is based in Spanish Fort, Alabama.

### Is Renée Mrosowski registered with the SEC?

Yes. Renée Mrosowski is registered as an investment adviser representative in AL (CRD 7036439), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Summit Group Retirement Planners manage?

Summit Group Retirement Planners reports $302.3M across 255 accounts in assets under management.

### How do I contact Renée Mrosowski?

Through Renée's website, www.sgretirementplanners.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7036439): 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.