Wrenne Financial Planning LLC operates as a registered investment advisor offering combined investment management and comprehensive financial planning services. The firm primarily works with individuals, high-net-worth individuals, corporations, and business owners, with a special focus on physicians and medical professionals in residency, fellowship, or early practice. Wrenne Financial Planning builds passive investment portfolios using mutual funds and exchange-traded funds, while simultaneously providing holistic financial planning that covers budgeting, insurance, retirement planning, college savings, tax strategy coordination, and estate planning. In addition to its comprehensive service, the firm offers Foundations Financial Planning for early-career physicians and standalone student loan planning analyses. Wrenne Financial Planning does not have an investment account minimum and coordinates client strategies with outside professionals like accountants and attorneys while maintaining discretion over client portfolios.
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.