Fixed Fee - No Custody - Personal Approach

Fees are fixed and disclosed up-front. Unlike most planners, Rennie & Associates earns no commissions and does not charge fees based on percent of assets or performance. Rennie & Associates provides a service, not investment products, ensuring that our fiduciary responsibility to you is met objectively and uncompromised. No account is too small or too large.

Rennie & Associates does not take custody of your assets or hold discretion to trade on your behalf. You maintain total control of your investments at all times. You are free to implement the plan, or any part of it, at any custodian or company of your choice, including within employer-sponsored plans.

Rennie & Associates is a small company working to deliver unique planning solutions, taking time to know clients on a personal level. From the initial data-gathering meeting to delivery of the written personal financial plan, the client is intimately involved. We are always a phone call away to answer any questions, or to assist with plan implementation. 

Professional designations held:

• Certified Financial Planner-CFP®
• Accredited Wealth Management Advisor AWMA®
• Registered Investment Advisor—State of CA