Renee Harvey
Renee Harvey is a registered investment advisor at Planning Works Advisory, INC., based in Austin, TX, with 25 years of industry experience. Renee 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, High Net Worth, and 3 more. Their firm serves 129 clients with $200M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.85% |
| $500K - $1.0M | 1.65% |
| $1.0M - $2.5M | 1.40% |
| $2.5M - $5.0M | 1.30% |
| $5.0M - $7.5M | 1.20% |
| $7.5M - $10.0M | 1.10% |
| $10M+ | 0.90% |
Fee Estimator
Location
7719 Wood Hollow Drive, Ste 216, Austin, TX, 78731
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Renee is an independent insurance agent, an employee/shareholder of Planning Works, Inc., a volunteer advisor for Chi Omega Fraternity, and an independent sales representative for The THRIVE Experience. As an independent insurance agent, Renee sells insurance products.
Employment History
Current Registrations
Planning Works Advisory, INC.
Previous Registrations
Calton & Associates, INC.Broker
Vsr Financial Services, INC.Broker
Rushmore Securities CorporationBroker
Northstar Securities, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.