Renae Ransdell is a CFP-designated registered investment advisor at Diversified, LLC, based in Northampton, MA, with 18 years of industry experience. Renae operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 1,723 clients with $2.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Diversified offers investment management services where fees typically do not exceed 1.95% of the value of your portfolio annually. In some cases, fees may exceed 1.95% if limited financial planning services are included. If you participate in the Zoe Financial, Inc. TAMP platform, you may be subject to additional platform fees assessed by Zoe, up to 0.50% of your portfolio.
Location
150 Main St, Suite 310, Northampton, MA, 01060
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Renae is an independent licensed insurance agent selling life insurance and annuities since July 2022. This activity is investment-related.
Employment History
Current Registrations
Diversified, LLC
Previous Registrations
Diversified, LLC
Cetera Advisors LLCBroker
Sageview Advisory Group, LLC
Cetera Investment Advisers LLC
First Allied Advisory Services, INC.
First Allied Securities, INC.Broker
Mercer Global Advisors INC.
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Prudential Annuities Distributors, INCBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.