# Rennie & Associates

> Rennie & Associates is a state-registered investment advisory firm, registered since 2017, with no regulatory assets under management reported in its Form ADV filing dated March 25, 2026.

- CRD: 288710
- Filed as: RENNIE & ASSOCIATES
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in California
- Filing period: October 2026
- Form ADV filing dated: March 25, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/288710
- AdvisorCensus page: https://advisorcensus.com/firm/rennie-and-associates-288710

## Quick answers

**How is Rennie & Associates compensated?**
On its Form ADV (Item 5.E, October 2026), Rennie & Associates reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Rennie & Associates registered with the SEC or a state?**
Rennie & Associates is a state-registered investment advisory firm, registered since 2017. Status as filed: APPROVED. CRD 288710.

**What types of clients does Rennie & Associates serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (55); individuals (other than high net worth individuals) (35).

**Does Rennie & Associates report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/288710

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Fixed fees (other than subscription fees)

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 35 | $0 |
| High net worth individuals | 55 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Publication of periodicals or newsletters

### Firm details
- Registered since: 2017 (9 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- rennieandassociatesfp.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Rennie & Associates (CRD 288710): Form ADV filing data as of October 2026.