- 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
The Complete Guide To Physician Mortgage Loans
September 19, 2017The post The Complete Guide To Physician Mortgage Loans appeared first on Wrenne Financial Planning.
Study Reveals Physicians In-training are Failing Financially
August 1, 2017The post Study Reveals Physicians In-training are Failing Financially appeared first on Wrenne Financial Planning.
Mega-Deduct and Convert: Save Thousands On Roth IRA Contributions
April 26, 2017The post Mega-Deduct and Convert: Save Thousands On Roth IRA Contributions appeared first on Wrenne Financial Planning.
Ideal Clients
- Generation Y
- Medical Professionals
- Physicians
Ways Advisor Charges
- Monthly Fee
- Hourly
- Assets Under Management
Fee Options
- Monthly: $100+/mo
- Hourly: $200+/hr
- AUM: 1%
SEC Records
States Registered
- Kentucky