- 3399 Tates Creek Rd. Suite 115, Lexington, KY 40502
- (859-538-6044
- Daniel@WrenneFinancial.com
- http://www.WrenneFinancial.com
About Daniel Wrenne, CFP®, ChFC®
Daniel Wrenne, CFP® is a financial planner at Wrenne Financial Planning LLC. His passion is empowering others to be their best financially and live better lives. He is working to build a planning firm quite different than others. Wrenne Financial Planning’s mission is to help clients feel smart, important, informed, secure, & confident.
Recently Published
PSLF Application Review
January 2, 2019The post PSLF Application Review appeared first on Wrenne Financial Planning.
How To Qualify For Public Service Loan Forgiveness
November 14, 2018The post How To Qualify For Public Service Loan Forgiveness appeared first on Wrenne Financial Planning.
7 Habits of Our Most Successful Clients
October 31, 2018The ability to help guide people during their journey and assist them in achieving their goals is a privilege, and we wanted to share some of the habits of our most successful clients.
The post 7 Habits of Our Most Successful Clients appeared first on Wrenne Financial Planning.
Ideal Clients
- Gen Y/Millennials
- Medical Professionals
Ways Advisor Charges
- Monthly Fee
- Hourly
- Assets Under Management
Fee Options
- Monthly: $100+/mo
- Hourly: $200+/hr
- AUM: 1%
SEC Records
States Registered
- Kentucky