Wrenne Financial Planning LLC

Wrenne Financial Planning LLC (CRD# 173029) is a financial advisory firm headquartered in Lexington, KY. They manage $13,000,000 in 225 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    13
    MILLION
  • Total Number of Accounts
    225
    ACCOUNTS
  • Average Account Value
    $57,778
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
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.

CO, IN, KY, TN, TX

Financial Advisors at Wrenne Financial Planning LLC
Showing 1 - 2 of 2 top financial advisors.
1
Daniel B. Wrenne
CRD#: 5044257
Lexington, KY
96
Wealthminder
score

Daniel Wrenne (CRD# 5044257) is an Investment Advisor Representative working at Wrenne Financial Planning LLC in Lexington, KY and has over 11 years of experience in the finance industry. Daniel Wrenne 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
Chase T. Branham
CRD#: 6341364
3399 Tates Creek Road, Suite 115, Lexington, KY 40502
90
Wealthminder
score

Chase Branham (CRD# 6341364) is an Investment Advisor Representative working at Wrenne Financial Planning LLC in Lexington, KY and has over 3 years of experience in the finance industry.

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