Stephanie Kelly
Renaissance Advisors · Ridgeland, Mississippi
Stephanie Kelly is a fee-only financial advisor at Renaissance Advisors in Ridgeland, Mississippi, who holds the CFP credential. Stephanie focuses on retirement planning and tax planning. Renaissance Advisors reports charging a percentage of assets, fixed fees and performance-based fees on its Form ADV.
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Specialties
Facts
| Firm | Renaissance Advisors |
|---|---|
| Based in | Ridgeland, Mississippi |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees · Performance-based fees |
| Assets under management | $147.5M across 343 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MS, TX · CRD 7620958 |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.renadv.com |
How Stephanie's firm compares
- Renaissance Advisors's average account is about $430,000, from its Form ADV (assets managed divided by 343 accounts).
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Questions about Stephanie
Is Stephanie Kelly a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Stephanie holds no broker registration, and Renaissance Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Stephanie charge for financial advice?
Stephanie's firm, Renaissance Advisors, reports charging a percentage of assets, fixed fees and performance-based fees on its SEC Form ADV.
Where is Stephanie Kelly based?
Stephanie Kelly is based in Ridgeland, Mississippi.
What does Stephanie specialize in?
Stephanie's specialties include retirement planning and tax planning.
What credentials does Stephanie Kelly hold?
Stephanie Kelly holds the CFP credential.
Is Stephanie Kelly registered with the SEC?
Yes. Stephanie Kelly is registered as an investment adviser representative in MS and TX (CRD 7620958), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Renaissance Advisors manage?
Renaissance Advisors reports $147.5M across 343 accounts in assets under management.
How do I contact Stephanie Kelly?
Through Stephanie's website, www.renadv.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
- Renaissance Advisors 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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