Firm
Renovate Financial Planning
Blaine, Minnesota
Fee-only
Renovate Financial Planning at a glance
- One of 180 fee-only firms based in Minnesota in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee.
Fee-only advisors in Minnesota · What fee-only advisors charge in Minnesota
Facts
| Based in | Blaine, Minnesota |
|---|---|
| [email protected] | |
| Phone | (612) 438-2737 |
Renovate Financial Planning fees
Renovate Financial Planning doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
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 | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Individual clients | 0 |
| Employees | 1 |
| Financial planning | Offered |
| Form ADV filed | March 30, 2026 |
| SEC record | CRD 305844 |
Advisors at this firm (1)
Other fee-only firms in Minnesota
- Retire Agile · Hermantown
- Rising Financial · Minneapolis
- RLN Wealth · Plymouth
- Rossi Dubuque Breckenridge · Plymouth
- S3 · Minneapolis
- Saffron Capital · Minneapolis
- Schumacher Financial · Eagan
- Schwarz Dygos Wheeler IA · Minneapolis