AdvisorCensus / Financial advisors / Massachusetts / Boston / Renaissance Wealth Advisors, LLC
Renaissance Wealth Advisors, LLC is an SEC-registered investment advisory firm in Newton, MA, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated April 15, 2026.
Quick answers
From the filingHow is Renaissance Wealth Advisors, LLC compensated?
On its Form ADV (Item 5.E, October 2026), Renaissance Wealth Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).
What does Renaissance Wealth Advisors, LLC's brochure say about its fees?
Its Form ADV Part 2A brochure dated February 27, 2026 states: Asset-based fee: up to 0.75% of assets a year (the maximum the brochure states). Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Renaissance Wealth Advisors, LLC located?
Renaissance Wealth Advisors, LLC's principal office is in Newton, MA, according to its Form ADV.
Is Renaissance Wealth Advisors, LLC registered with the SEC or a state?
Renaissance Wealth Advisors, LLC is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 300007.
How much does Renaissance Wealth Advisors, LLC manage?
Renaissance Wealth Advisors, LLC reports $109,897,240 in regulatory assets under management in its Form ADV filing dated April 15, 2026 (70% discretionary).
What types of clients does Renaissance Wealth Advisors, LLC serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (54); high net worth individuals (39).
Which custodians does Renaissance Wealth Advisors, LLC use?
Renaissance Wealth Advisors, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Fidelity Brokerage Services LLC as custodians holding 10% or more of its separately managed account assets.
Does Renaissance Wealth Advisors, LLC report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/300007
Does Renaissance Wealth Advisors, LLC state an account minimum?
Its Form ADV Part 2A brochure dated February 27, 2026 says: "RWA does not impose a minimum account or relationship size for its investment management or financial planning services."
What changed in Renaissance Wealth Advisors, LLC's recent Form ADV filings?
In the April 2026 filing data: Newly registered with the SEC.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAsset-based fee: up to 0.75% of assets a year (the maximum the brochure states)
The brochure's wording
Investment advisory fees are paid monthly, in advance of each month, at a rate of up to 0.75% annually, pursuant to the terms of the investment advisory agreement.
Account minimum: None
The brochure's wording
RWA does not impose a minimum account or relationship size for its investment management or financial planning services.
As stated in the firm's Form ADV Part 2A brochure dated February 27, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$109,897,240 as of October 2026, filing dated April 15, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2026 (0 years)
- Employees
- Total: 2. Performing investment advisory functions: 2.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- States registered or notice-filed
-
2 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Changes in the filing
Last 12 months- April 2026
- Newly registered with the SEC.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Renaissance Wealth Advisors, LLC (CRD 300007): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/renaissance-wealth-advisors-llc-newton-ma-300007