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Renae Aiple

Raymond James Financial Services Advisors, INC
8 Years of Experience
Saint Augustine, FL
Broker
View SEC Summary
View SEC Summary

Renae Aiple is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Saint Augustine, FL, with 8 years of industry experience. Renae is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 508,439 clients with $390B in assets under management.

Raymond James Financial Services Advisors, INC
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6724 advisors
Number of Clients
508,439 clients
Average Client Portfolio
$767K average
Assets Under Management
$390.0B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%

Maximum annual fee percentage is 2.25% of assets under advisement. Specific fees are negotiable with your financial advisor based on time, complexity, and portfolio size.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

270 Plaza Blvd Ste 4, Saint Augustine, FL, 32086-9304

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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

Renae is the owner/proprietor of Red Aspen Nails and Cosmetics, Aiple and Holzem Wealth Management (marketing dba), and Renae Aiple LLC. She dedicates minimal time to each of these businesses.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
February 2023 - Present · 3 yrs 8 mos
Raymond James Financial Services, INC.Broker
February 2023 - Present · 3 yrs 8 mos
Previous Registrations
Edward Jones
October 2018 - February 2023 · 4 yrs 4 mos
Edward JonesBroker
September 2018 - February 2023 · 4 yrs 5 mos
State Registrations14 states
ALAZDEFLILMDMONJNVOHPASCTNWV
AdvisorBrokerBoth

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.
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