Heather Lovallo
Wrenne Financial Planning · Pace, Florida
Heather Lovallo is a fee-only financial advisor at Wrenne Financial Planning in Pace, Florida, who holds the CFP credential. Wrenne Financial Planning reports charging fixed fees on its Form ADV.
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Facts
| Firm | Wrenne Financial Planning |
|---|---|
| Based in | Pace, Florida |
| Fee model (firm's Form ADV) | Fixed fees |
| Assets under management | $297.9M across 2,351 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in FL, TX · CRD 5676729 |
| Exams passed | Series 63 (2009) · Series 65 (2009) |
| Firm size | 11 employees |
| Disclosures | None reported |
| Website | www.wrennefinancial.com |
How Heather's firm compares
- 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 Heather
Is Heather Lovallo a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Heather holds no broker registration, and Wrenne Financial Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Heather charge for financial advice?
Heather's firm, Wrenne Financial Planning, reports charging fixed fees on its SEC Form ADV.
Where is Heather Lovallo based?
Heather Lovallo is based in Pace, Florida.
What credentials does Heather Lovallo hold?
Heather Lovallo holds the CFP credential.
Is Heather Lovallo registered with the SEC?
Yes. Heather Lovallo is registered as an investment adviser representative in FL and TX (CRD 5676729), per SEC Investment Adviser Public Disclosure data as of October 29, 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 Heather Lovallo?
Through Heather's website, www.wrennefinancial.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Pace
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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