Gary Rennie is a CFP-designated registered investment advisor at Rennie & Associates, based in Irvine, CA, with 17 years of industry experience. Gary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 90 clients.
Compensation
Firm Size
IM Fee
Fee Structure
After the initial financial plan, Rennie & Associates offers optional annual retainer fees ranging from $1,000 to $15,000 for periodic plan updates. The retainer fee is determined in advance. You'll be invoiced at the end of each annual period. Fees may be prepaid, but no refunds are provided.
Rennie & Associates charges between $2,500 and $15,000 for the preparation of an initial written financial plan. The fee depends on the size and complexity of the plan. They also assist with implementing the initial plan for six months at no additional charge. For unique requirements not consistent with the above, they charge $150 per hour.
Location
Irvine, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Rennie & Associates
Previous Registrations
Rennie & Associates
State Registrations1 state
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