Renaissance Wealth Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$109,897,240
Total clients
93
42% high-net worth
Total advisors
2
of 2 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
47
Average account size
$1,181,691
About
Renaissance Wealth Advisors (RWA) provides comprehensive wealth advisory services to individuals—including high net worth clients—along with trusts, estates and businesses. The two-advisor firm offers ongoing financial planning and customized investment management on both discretionary and non‑discretionary bases.
The firm’s investment process is primarily long‑term and fundamentals‑driven, supplemented by technical and cyclical analysis, and portfolios are built from ETFs, mutual funds, individual stocks and bonds while occasionally retaining legacy positions for tax or portfolio‑fit reasons. RWA uses third‑party artificial intelligence tools to support investment research, portfolio analysis and risk monitoring, with all recommendations subject to human review.
RWA is distinguished by a meaningful non‑U.S. client base and explicit planning services for cross‑border families, including coordinated referrals to tax and legal specialists when appropriate. The firm recently transitioned to SEC registration, operates with an institutional custody platform relationship, and manages roughly $110 million in client assets across a small advisory team.
Client services
Expertise
Fee options
Up to 0.75% annually
Fee-only: Fixed ongoing financial planning fee ranging from $1,500 to $20,000 annually
Main office location
Renaissance Wealth Advisors, LLC
275 Grove Street, Suite 2 400
Newton MA 02466, United States
Number of offices
1
Most active in
Massachusetts · New Hampshire
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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