# Renovate Financial Planning

Renovate Financial Planning is a RIA based in United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** United States
- **Region:** North America
- **Assets under management:** Undisclosed
- **Website:** renovatefinancialplanning.com

## Regulatory record

- **CRD number:** 305844
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/305844

## About

RENOVATE FINANCIAL PLANNING is a state-registered investment adviser in BLAINE, MN. The firm has 1 employee and 1 investment adviser. It is based in Minnesota.

## Questions

### How does Renovate Financial Planning charge for its services?

The firm operates on a fee-only basis using a subscription-based, flat-fee model. Clients pay a recurring fixed cost for ongoing access to financial planning, not a percentage of assets under management. This structure is designed to remove the incentive for the advisor to accumulate investable assets inside the client relationship.

### Does Renovate Financial Planning manage investment portfolios?

The firm's publicly described model focuses on financial planning and advice. While the exact scope of investment management services is not detailed in widely available public records, the subscription-based fee structure is designed to compensate the firm for the planning advice itself, whether or not the client's assets sit on a platform managed by the firm.

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- [401KARAT](https://altss.com/profile/401karat)
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Last updated: 2026-06-03T20:00:00.000Z

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