Wrenne Financial Planning LLC

Company Description (LinkedIn): We are building a fresh and new financial planning firm at Wrenne Financial Planning centered around the people we serve. As we advise clients, our central focus is empowering them to be their best financially and live better lives. Wrenne Financial Planning will help clients feel smart, important, informed, secure, & confident.

• ⏳ Active Since: 2014
• 📍 Location: Lexington, KY
• 🔢 Employee Count: 6
• 👥 Followers: 53

From SEC filings:

💁 Advisory Services Offered

• Financial planning services
• Portfolio management for individuals and/or small businesses

💲 Compensation Options

• A percentage of assets under your management
• Hourly charges
• Fixed fees (other than subscription fees)

Accounts

• 💰 Total AUM ($Millions): 98
• 🧾 Number of accounts: 1,544
• 🛍 Average Account Size: $63,532

View more details on Wealthminder 🔗

External Links:

• View form ADV (SEC) 📄
• View form CRS (SEC) 📄

Visit www.wrennefinancial.com