- 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
Uncle Sam’s Retirement Matching Program For Residents
March 21, 2019The post Uncle Sam’s Retirement Matching Program For Residents appeared first on Wrenne Financial Planning.
Selecting The Best Repayment Plan During Residency
March 6, 2019The post Selecting The Best Repayment Plan During Residency appeared first on Wrenne Financial Planning.
Should I Turn Down a Raise Because of My Tax Bracket?
February 20, 2019The post Should I Turn Down a Raise Because of My Tax Bracket? 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
