Render Financial, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$1,590,000
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Clients per advisor
0
Average account size
—
About
Render Financial provides personalized financial planning and investment advisory services to individuals, families, high‑net‑worth clients, and small businesses, delivering written financial plans, discretionary wealth management, and client‑requested research or project consulting. Engagements may be one‑time or ongoing and are documented in a written advisory agreement before services begin.
The firm’s investment approach emphasizes strategic, largely passive portfolio allocations informed by macroeconomic analysis, company reports, and third‑party research, with portfolios tailored to client objectives, risk tolerance, and tax considerations. Render Financial operates on a fee‑only basis and, unusually for firms in this category, offers hourly and fixed‑fee planning engagements in addition to asset‑based wealth management.
Render Financial is a small, recently registered adviser with approximately $1.59 million in assets under management and a mix of discretionary and non‑discretionary accounts, which contributes to a consultative service model rather than institutional scale. The firm does not charge performance‑based fees, does not participate in wrap fee programs, and leaves proxy voting to clients, distinctions that may set it apart from some peers.
Client services
Financial planning
Portfolio management
Expertise
General retirement planning
Cash flow / budgeting
Debt management
College savings (529s, UTMA, etc.)
Wealth management
Fee options
Fixed fees for one-time financial planning projects (e.g., $2,000 for 8 hours of work); initial and annual fixed fees for ongoing planning range from approximately $1,000 to $2,500+ depending on complexity.
$250,000+: 0.50% annually
$250 per hour for one-time financial planning engagements.
Wealth Management clients pay $350/month plus 0.50% of AUM for accounts $250,000 or more; ongoing annual planning fees billed monthly or quarterly in arrears.
Fee-only: Fee-only basis; no commissions or other product sales compensation.
Main office location
Render Financial, LLC
Edmond OK, United States
Number of offices
1
Most active in
Render Financial, LLC has reported serving >5 clients in these states in the last 12 months.
Oklahoma
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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.
Forms ADV
Quick links
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