WRENNE FINANCIAL PLANNING LLC
Lexington, Kentucky
Wrenne Financial Planning LLC, a small investment advisory firm headquartered in Lexington, KY, is committed to providing exceptional financial planning services to its clients. With a team of 8 dedicated professionals, including 4 experienced investment advisors, they possess the expertise to deliver comprehensive and personalized solutions. Setting themselves apart from the competition, Wrenne Financial Planning boasts an impressive average of approximately $150,670,000 in assets under management per investment advisor, significantly surpassing the industry average. This remarkable achievement reflects their deep understanding ...
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Assets Under Mgmt

$98.09M

Investment Professionals

4

Locations

0

% 401K & Individual

59%

% Discretionary

100%
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Disclosures
Found to have been involved in a violation of investment regulations or statutes by Federal regulatory agency
Orders brought against in connection to investment related activities (10yrs)
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