RENOVATE FINANCIAL PLANNING

Overview

Renovate Financial Planning is a small, privately held limited liability company that provides financial planning services and discretionary portfolio management. The firm operates under an individual ownership structure and uses a mix of fee arrangements — percentage-of-AUM, hourly fees and fixed fees — to price its services. It is not identified as an active ESG investor and is not classified as a multi-state adviser or a pension consultant. Reporting indicates the firm does not act as an internal capital allocator; instead, it relies on external managers for alternative exposures and employs mutual funds for much of its public market implementation. Investment activity centers on using third-party managers for nontraditional allocations while maintaining public market exposure through pooled products. The firm’s stated advisory activity is financial planning services, and its allocation interests include real estate, commodities, private credit and oil & gas alongside mutual funds for core equity and fixed-income exposure.

Assets & Accounts

Investments & Alternatives

Location & Offices