Wrenne Financial Planning at a glance
- One of 65 fee-only firms based in Kentucky in the Wellspent graph.
- 7 advisors are listed here; all hold the CFP.
- Its Form ADV reports 11 employees and 428 individual clients, 99 of them high net worth.
- Its average account is about $127,000 (assets it manages divided by its 2,351 accounts).
Fee-only advisors in Kentucky · What fee-only advisors charge in Kentucky
Facts
| Based in | Lexington, Kentucky |
|---|---|
| Website | wrennefinancial.com |
| [email protected] | |
| Phone | (859) 538-6044 |
Questions about Wrenne Financial Planning
How much does Wrenne Financial Planning charge?
Wrenne Financial Planning publishes these prices: one-time plan: from $1,500. We found this on its website, checked October 28, 2026.
Does Wrenne Financial Planning have an account minimum?
No. Wrenne Financial Planning says it has no account minimum. We found this on its website, checked October 28, 2026.
How is Wrenne Financial Planning paid?
Wrenne Financial Planning's Form ADV says it is paid by: fixed fees.
How many advisors does Wrenne Financial Planning have in the Wellspent public graph?
The Wellspent public graph lists 7 advisors at Wrenne Financial Planning, and 7 hold the CFP.
What is the average account at Wrenne Financial Planning?
Wrenne Financial Planning's average account is about $127,000. That's the assets on its Form ADV divided by its 2,351 accounts.
What does Wrenne Financial Planning specialize in?
Wrenne Financial Planning's advisors and website list physicians & residents, student loans, retirement planning and tax planning.
Wrenne Financial Planning fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| One-time plan | From $1,500 |
|---|---|
| Account minimum | None |
| How it charges | Flat fee · Ongoing planning fee |
In the firm's words
"Start the process with a one-time setup fee of $1,500" source
"We don’t sell investment or insurance products, charge AUM fees, or require an investment minimum." source
"We charge a monthly flat fee for financial planning, so you always know what you’re paying." source
"We charge a monthly flat fee for financial planning, so you always know what you’re paying." source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Fixed fees |
|---|---|
| Assets managed | $298 million |
| Individual clients | 329 |
| High-net-worth clients | 99 |
| Accounts managed | 2,351 |
| Employees | 11 |
| Planning clients | 251-500 |
| Registered with | The SEC (801-124952) |
| Financial planning | Offered |
| Form ADV filed | September 3, 2026 |
| SEC record | CRD 173029 |