Wrenne Financial Planning LLC

Wrenne Financial Planning LLC, established in August 2014 and based in Lexington, KY, is a Registered Investment Adviser managing $231,316,219 in discretionary assets. The firm offers Combined Investment Management and Comprehensive Financial Planning services, tailoring investment portfolios to client goals and values. Clients receive detailed financial plans and annual reviews to ensure alignment with objectives. WFP primarily recommends mutual funds and ETFs, occasionally facilitating transfers and rebalancing. Fees for services range from $500 to $3,000 upfront and $1,200 to $20,000 annually, with no minimum investment requirement. WFP does not charge performance-based fees and acts as a fiduciary, prioritizing client interests. The firm practices passive investment management, emphasizing low costs and tax efficiency. Risks associated with investment strategies include market, strategy, and interest rate risks. WFP was fined for violating the Pennsylvania Securities Act in 2021 but has since rectified the issue. The firm does not receive compensation from third parties and maintains limited custody by deducting fees directly from client accounts. Clients grant WFP investment discretion through a Limited Power of Attorney. WFP does not vote client proxies and has no financial commitments affecting client obligations.