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 ...
See more
Loading...
Assets Under Mgmt
$98.09M
Investment Professionals
4
Locations
0
% 401K & Individual
% Discretionary
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)
This information was provided by Mployer and is based on publicly available information made available by employers, brokers and carriers. While efforts are made to validate and confirm the information, there could be inaccuracies. All information and ratings are based on Mployer’s opinion only and should be one of many factors used when evaluating brokers. If there are any inaccuracies in the information, please reach out to Mployer using the contact us form and we will review your submission and make changes as we deem appropriate.