Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
10 advisors
Number of Clients
2,579 clients
Average Client Portfolio
$101K average
Assets Under Management
$259.8M

Fee Structure

Minimum Investment:None
Minimum Annual Fee:$1,000
Financial Plan Fee:$250 - $10,000
Hourly Rate:$150 - $500/hr

Asset management fees are based on a percentage of assets under management and are negotiable. The minimum annual fee is $1,000 and is also negotiable. Financial planning fees range from $150 to $500 per hour or $250 to $10,000 for multiple financial plans. Expansive financial planning services range from $500 to $10,000. An annual review and planning snapshot update is available for a flat fee ranging from $150 to $1,500.

Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningEducation PlanningFinancial Planning & CoachingBusiness OwnersHigh Net Worth
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Advisor Information

Office location

61 Maple Avenue, Canton, CT, 06019

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Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
July 2023
Settled
Other Business Activities

Renee owns rental properties through a family trust and Arcata Income Properties, LLC. She is also involved with the Bridge Rail Foundation and the YWCA Sonoma County as a board member and finance committee member, dedicating minimal time to these volunteer activities.

Employment History
Current Registrations
Fiscal Wisdom Wealth Management LLC
September 2020 - Present · 5 yrs 4 mos
Previous Registrations
Portsmouth Financial Services, INC.
September 2013 - December 2022 · 9 yrs 3 mos
Portsmouth Financial ServicesBroker
September 2013 - December 2022 · 9 yrs 3 mos
Wells Fargo Advisors, LLC
July 2004 - September 2013 · 9 yrs 2 mos
Wells Fargo Advisors, LLC Broker
July 2004 - September 2013 · 9 yrs 2 mos
Citigroup Global Markets INC.
April 2000 - August 2004 · 4 yrs 4 mos
Citigroup Global Markets INC. Broker
March 2000 - August 2004 · 4 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated Broker
August 1999 - March 2000 · 7 mos
State Registrations8 states
AZCADCFLHINMORUT
Advisor
Exams
No exam information available for this advisor.