Firm
Rennie and Associates
Irvine, California
Fee-only
Rennie and Associates at a glance
- One of 1,191 fee-only firms based in California in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 90 individual clients, 55 of them high net worth.
Fee-only advisors in California · What fee-only advisors charge in California
Facts
| Based in | Irvine, California |
|---|---|
| Website | rennieandassociatesfp.com |
| Phone | (949) 679-4775 |
Rennie and Associates fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Account minimum | None |
|---|---|
| How it charges | Flat fee |
In the firm's words
"No account is too small or too large." source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Hourly · Fixed fees |
|---|---|
| Individual clients | 35 |
| High-net-worth clients | 55 |
| Employees | 1 |
| Planning clients | 51-100 |
| Financial planning | Offered |
| Form ADV filed | March 25, 2026 |
| SEC record | CRD 288710 |