Jacqueline Silvis
Wrenne Financial Planning · Loveland, Colorado
Jacqueline Silvis is a fee-only financial advisor at Wrenne Financial Planning in Loveland, Colorado, 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 | Loveland, Colorado |
| 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 CO, TX · CRD 7727710 |
| Firm size | 11 employees |
| Disclosures | None reported |
| Website | www.wrennefinancial.com |
How Jacqueline'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 Jacqueline
Is Jacqueline Silvis a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jacqueline 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 Jacqueline charge for financial advice?
Jacqueline's firm, Wrenne Financial Planning, reports charging fixed fees on its SEC Form ADV.
Where is Jacqueline Silvis based?
Jacqueline Silvis is based in Loveland, Colorado.
What credentials does Jacqueline Silvis hold?
Jacqueline Silvis holds the CFP credential.
Is Jacqueline Silvis registered with the SEC?
Yes. Jacqueline Silvis is registered as an investment adviser representative in CO and TX (CRD 7727710), 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 Jacqueline Silvis?
Through Jacqueline's website, www.wrennefinancial.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
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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