Renée Mrosowski
Summit Group Retirement Planners · Spanish Fort, Alabama
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.
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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 | $302.3M across 255 accounts |
| SEC registration | Investment adviser representative in AL · CRD 7036439 |
| Exams passed | Series 65 (2019) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.sgretirementplanners.com |
| Profile |
How Renée's firm compares
- Summit Group Retirement Planners's average account is about $1.2 million, from its Form ADV (assets managed divided by 255 accounts).
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Questions about Renée
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.
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.
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