Wrenn Financial Strategies, Inc.

Wrenn Financial Strategies, Inc. (CRD# 109214) is a financial advisory firm headquartered in Raleigh, NC. They manage $130,539,921 in 564 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    131
    MILLION
  • Total Number of Accounts
    564
    ACCOUNTS
  • Average Account Value
    $231,454
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, NC, TX

Financial Advisors at Wrenn Financial Strategies, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Frances H. Hymiller
CRD#: 2986043
8352 Six Forks Road, Suite 201, Raleigh, NC 27615
96
Wealthminder
score

Frances Hymiller (CRD# 2986043) is an Investment Advisor Representative working at Wrenn Financial Strategies, Inc. in Raleigh, NC and has over 19 years of experience in the finance industry. Frances Hymiller has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Maxie E. Wrenn
CRD#: 1849570
8352 Six Forks Road, Suite 201, Raleigh, NC 27615
96
Wealthminder
score

Maxie Wrenn (CRD# 1849570) is an Investment Advisor Representative working at Wrenn Financial Strategies, Inc. in Raleigh, NC and has over 28 years of experience in the finance industry. Maxie Wrenn has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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