Daniel Wrenne is a CFP-designated registered investment advisor at Wrenne Financial Planning LLC, based in Lexington, KY, with 20 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 7 more. Their firm serves 428 clients with $300M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Wrenne Financial Planning combines investment management with comprehensive financial planning, charging fees based on the complexity and needs of the client rather than a percentage of your portfolio:
- Upfront fee — ranges from $750 to $3,000
- Ongoing annual fee — ranges from $1,200 to $20,000 per year, paid monthly or quarterly
Fees are subject to a standard 4% annual increase. The firm may offer discounted fees to medical residents and fellows. There is no minimum investment account size.
Location
Lexington, KY
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Wrenne Financial Planning LLC
Previous Registrations
Northwestern Mutual Investment Services,llc
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.
Exams
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