{ "crd_number": 300007, "slug": "renaissance-wealth-advisors-llc-newton-ma-300007", "primary_business_name": "RENAISSANCE WEALTH ADVISORS, LLC", "legal_name": "RENAISSANCE WEALTH ADVISORS, LLC", "dbas": [], "city": "Newton", "state": "MA", "country": "United States", "cbsa_code": "14460", "metro": { "cbsa_code": "14460", "common_name": "Boston", "msa_name": "Boston-Cambridge-Newton, MA-NH", "path": "/advisors/ma/boston" }, "registration_type": "sec", "registration_status": "Approved", "registration_date": "2026-03-30", "years_registered": 0, "period": "2026-10-01", "filing_date": "2026-04-15", "carried_forward": false, "raum_total": 109897240.0, "raum_discretionary": 76712308.0, "raum_non_discretionary": 33184932.0, "raum_band": "100m_500m", "raum_band_label": "$100 million to $500 million", "total_employees": 2, "advisory_employees": 2, "client_count_bucket": null, "clients_by_type": { "individuals": { "raum": 19329489.0, "count": 54 }, "high_net_worth_individuals": { "raum": 90567751.0, "count": 39 } }, "compensation_types": [ "fixed", "percentage_of_aum" ], "advisory_activities": [ "financial_planning", "portfolio_management_individuals" ], "wrap_fee_participant": false, "disclosure_yes_count": 0, "states_registered": [ "MA", "NH" ], "websites": [ "https://facebook.com/Renaissance-Wealth-Advisors-LLC-624942917981727", "https://linkedin.com/company/rw-advisors", "https://rw-advisors.com", "https://twitter.com/RenaissanceWea1", "https://youtube.com/channel/UCBgIrM26uWxW7bWzU7qhdVQ?view_as=subscriber" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/300007", "city_as_filed": "NEWTON", "url": "https://advisorcensus.com/firm/renaissance-wealth-advisors-llc-newton-ma-300007", "display_name": "Renaissance Wealth Advisors, LLC", "summary": "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.", "citation": "AdvisorCensus. Renaissance Wealth Advisors, LLC (CRD 300007): Form ADV filing data as of October 2026.", "registration_type_label": "SEC-registered investment adviser", "compensation_labels": [ "A percentage of assets under your management", "Fixed fees (other than subscription fees)" ], "advisory_activity_labels": [ "Financial planning services", "Portfolio management for individuals and/or small businesses" ], "quick_answers": [ { "q": "How is Renaissance Wealth Advisors, LLC compensated?", "a": "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)." }, { "q": "What does Renaissance Wealth Advisors, LLC's brochure say about its fees?", "a": "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." }, { "q": "Where is Renaissance Wealth Advisors, LLC located?", "a": "Renaissance Wealth Advisors, LLC's principal office is in Newton, MA, according to its Form ADV." }, { "q": "Is Renaissance Wealth Advisors, LLC registered with the SEC or a state?", "a": "Renaissance Wealth Advisors, LLC is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 300007." }, { "q": "How much does Renaissance Wealth Advisors, LLC manage?", "a": "Renaissance Wealth Advisors, LLC reports $109,897,240 in regulatory assets under management in its Form ADV filing dated April 15, 2026 (70% discretionary)." }, { "q": "What types of clients does Renaissance Wealth Advisors, LLC serve?", "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (54); high net worth individuals (39)." }, { "q": "Which custodians does Renaissance Wealth Advisors, LLC use?", "a": "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." }, { "q": "Does Renaissance Wealth Advisors, LLC report any disciplinary disclosures?", "a": "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" }, { "q": "Does Renaissance Wealth Advisors, LLC state an account minimum?", "a": "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.\"" }, { "q": "What changed in Renaissance Wealth Advisors, LLC's recent Form ADV filings?", "a": "In the April 2026 filing data: Newly registered with the SEC." } ], "filing_history": [], "recent_changes": [ { "period": "2026-04-01", "period_label": "April 2026", "notes": [ "Newly registered with the SEC." ] } ], "fees_from_brochure": { "source": "Form ADV Part 2A brochure dated February 27, 2026", "tiers": [], "flat_rate": null, "stated_range": null, "stated_maximum": "0.75% of assets a year", "account_minimum": "None", "account_minimum_may_be_waived": false, "minimum_annual_fee": null, "figures": [ { "label": "Asset-based fee", "statements": [ "Asset-based fee: up to 0.75% of assets a year (the maximum the brochure states)" ], "quotes": [ "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." ] }, { "label": "Account minimum", "statements": [ "Account minimum: None" ], "quotes": [ "RWA does not impose a minimum account or relationship size for its investment management or financial planning services." ] } ], "quotes": [ "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.", "RWA does not impose a minimum account or relationship size for its investment management or financial planning services." ], "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable." }, "custodians": [ { "name": "Charles Schwab & Co., Inc.", "name_as_filed": "CHARLES SCHWAB & CO., INC.", "affiliated": false }, { "name": "Fidelity Brokerage Services LLC", "name_as_filed": "FIDELITY BROKERAGE SERVICES LLC", "affiliated": false } ], "custodians_note": "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.", "markdown_url": "https://advisorcensus.com/firm/renaissance-wealth-advisors-llc-newton-ma-300007.md", "clients": [ { "type": "individuals", "label": "Individuals (other than high net worth individuals)", "count": 54, "fewer_than_5": false, "raum": 19329489.0 }, { "type": "high_net_worth_individuals", "label": "High net worth individuals", "count": 39, "fewer_than_5": false, "raum": 90567751.0 } ], "disclosure_line": "Reports no disclosure items on Form ADV Item 11.", "disclosure_items": [], "indexable": true, "suppressed": false, "claimed": false, "enhanced": false, "provided_by_the_firm": null, "source": { "name": "Form ADV", "as_of": "2026-10-01", "iapd_url": "https://adviserinfo.sec.gov/firm/summary/300007", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }