The Renaissance Group provides financial planning services, creating written plans covering investment, retirement, insurance, tax, education, asset allocation, and estate planning. They offer both full and modular plans, tailored to individual needs. The Renaissance Group does not manage investments directly, but refers clients to Cambridge Investment Research Advisors for asset management services.
Assets Under ManagementN/A
Clients184
Advisors3
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
The Renaissance Group offers financial planning services for an hourly fee of $250. Before starting, they'll estimate the hours needed. If they expect to exceed the estimate, they'll get your approval first. You'll pay a retainer in advance, and they'll bill against it as they work.
Hourly Rate:$250/hr
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