# Daniel Wrenne

> Daniel Wrenne is a fee-only financial advisor at Wrenne Financial Planning in Lexington, Kentucky, who holds the CFP and ChFC credentials. Daniel charges a flat fee or retainer and an ongoing planning fee (one-time plans from $1,500 and no asset minimum) and focuses on physicians & residents, student loans and retirement planning.

Page: https://find.wellspent.co/advisors/daniel-wrenne/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Wrenne Financial Planning
- **Based in:** Lexington, Kentucky
- **Fee model:** Flat fee or retainer; Ongoing planning fee
- **Fees (firm's website):** one-time plans from $1,500; no asset minimum
- **Assets under management (firm):** $297.9M across 2,351 accounts
- **Credentials:** CFP, ChFC
- **Specialties:** Physicians & residents, Student loans, Retirement planning, Tax planning, Estate & legacy planning
- **Works with:** Physicians
- **CRD:** 5044257 (https://adviserinfo.sec.gov/individual/summary/5044257)
- **SEC registration:** Investment adviser representative in KY, TX
- **Exams passed:** Series 66 (2006)
- **Firm size:** 11 employees
- **Disclosures:** None reported
- **Website:** https://wrennefinancial.com

## Frequently asked questions

### Is Daniel Wrenne a fee-only financial advisor?

Yes. Daniel Wrenne is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Daniel's firm.

### How does Daniel charge for financial advice?

Daniel charges a flat fee or retainer and an ongoing planning fee.

### How much does Daniel charge?

According to Wrenne Financial Planning's website, checked October 28, 2026: one-time plans from $1,500; no asset minimum.

### Where is Daniel Wrenne based?

Daniel Wrenne is based in Lexington, Kentucky.

### What does Daniel specialize in?

Daniel's specialties include physicians & residents, student loans, retirement planning, tax planning and estate & legacy planning. Daniel works with physicians.

### What credentials does Daniel Wrenne hold?

Daniel Wrenne holds the CFP and ChFC credentials.

### Is Daniel Wrenne registered with the SEC?

Yes. Daniel Wrenne is registered as an investment adviser representative in KY and TX (CRD 5044257), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Wrenne Financial Planning manage?

Wrenne Financial Planning reports $297.9M across 2,351 accounts in assets under management.

### How do I contact Daniel Wrenne?

Through Daniel's website, wrennefinancial.com.

## Sources

- XY Planning Network directory listing (https://www.xyplanningnetwork.com/find-an-advisor/daniel-wrenne-10500): XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://wrennefinancial.com/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.