Jeffrey Wenger
Wrenne Financial Planning · North Canton, Ohio
Jeffrey Wenger is a fee-only financial advisor at Wrenne Financial Planning in North Canton, Ohio, 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 | North Canton, Ohio |
| 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 OH, TX · CRD 7380948 |
| Firm size | 11 employees |
| Disclosures | None reported |
| Website | www.wrennefinancial.com |
How Jeffrey'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 Jeffrey
Is Jeffrey Wenger a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jeffrey 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 Jeffrey charge for financial advice?
Jeffrey's firm, Wrenne Financial Planning, reports charging fixed fees on its SEC Form ADV.
Where is Jeffrey Wenger based?
Jeffrey Wenger is based in North Canton, Ohio.
What credentials does Jeffrey Wenger hold?
Jeffrey Wenger holds the CFP credential.
Is Jeffrey Wenger registered with the SEC?
Yes. Jeffrey Wenger is registered as an investment adviser representative in OH and TX (CRD 7380948), 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 Jeffrey Wenger?
Through Jeffrey'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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