# 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.

- CRD: 300007
- Filed as: RENAISSANCE WEALTH ADVISORS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Newton, MA
- Filing period: October 2026
- Form ADV filing dated: April 15, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/300007
- AdvisorCensus page: https://advisorcensus.com/firm/renaissance-wealth-advisors-llc-newton-ma-300007

## Quick answers

**How 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

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated February 27, 2026)

- Asset-based fee: up to 0.75% of assets a year (the maximum the brochure states)

> 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

> RWA does not impose a minimum account or relationship size for its investment management or financial planning services.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Fidelity Brokerage Services LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $109,897,240
- Discretionary: $76,712,308
- Non-discretionary: $33,184,932

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 54 | $19,329,489 |
| High net worth individuals | 39 | $90,567,751 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2026 (0 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MA, NH
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- rw-advisors.com
- Facebook @Renaissance-Wealth-Advisors-LLC-624942917981727
- LinkedIn @rw-advisors
- X @RenaissanceWea1
- YouTube @UCBgIrM26uWxW7bWzU7qhdVQ

## Changes in the filing (last 12 months)

### April 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Renaissance Wealth Advisors, LLC (CRD 300007): Form ADV filing data as of October 2026.