RC
CFP
RC
CFP

Renee Collins

13 Years of Experience
Olympia Fields, IL

Renee Collins is a CFP-designated registered investment advisor at Retire Ready INC, based in Olympia Fields, IL, with 13 years of industry experience. Renee operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Divorce Planning, Estate Planning, Financial Planning & Coaching, and 3 more.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Minimum Annual Fee:$1,000
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K1.00%
$100K - $1.0M1.00%
$1.0M - $4.0M0.80%
$4M+0.60%

Fees are negotiable in certain cases.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

20200 Governors Drive, Suite 325, Olympia Fields, IL, 60461

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Renee is the accountant, president, and founder of RKC Tax & Financial Services, Inc., providing accounting services to a not-for-profit organization since 2005. This takes about a quarter of her time.

Employment History
Current Registrations
Retire Ready INC
July 2021 - Present · 4 yrs 10 mos
Previous Registrations
Retire Ready, Incorporated
December 2016 - December 2019 · 3 yrs
Retire Ready, Incorporated
December 2016 - December 2018 · 2 yrs
Sagepoint Financial, INC.Broker
June 2015 - December 2016 · 1 yr 6 mos
Sagepoint Financial, INC.
June 2015 - November 2016 · 1 yr 5 mos
H.D. Vest Advisory Services, INC
October 2012 - June 2015 · 2 yrs 8 mos
Hd Vest Investment ServicesBroker
August 2012 - June 2015 · 2 yrs 10 mos
Ing Financial Partners, INC
June 2007 - December 2007 · 6 mos
Ing Financial Partners, INC.Broker
January 2007 - December 2007 · 11 mos
AXA Advisors, LLCBroker
September 2006 - December 2006 · 3 mos
State Registrations1 state
IL
Advisor

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.

Exams
No exam information available for this advisor.