Daniel Wrenne
Wrenne Financial Planning · Lexington, Kentucky
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.
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Specialties
Who they serve
- Physicians
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 | $297.9M across 2,351 accounts |
| Credentials | CFP · ChFC |
| SEC registration | Investment adviser representative in KY, TX · CRD 5044257 |
| Exams passed | Series 66 (2006) |
| Firm size | 11 employees |
| Disclosures | None reported |
| Website | wrennefinancial.com |
| Profile |
How Daniel's firm compares
- A one-time plan starts at $1,500, below the US median of $2,000 for fee-only firms that publish prices.
- Wrenne Financial Planning's average account is about $127,000, from its Form ADV (assets managed divided by 2,351 accounts).
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Questions about Daniel
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- Wrenne Financial Planning website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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