Wrenne Financial Planning LLC
Firm details
- Headquarters
- ,
- CRD number
- 173029
- Registered since
- May 5, 2022
- Website
- wrennefinancial.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Fixed Fees
- Client types
- HNWI70.43%
- Individuals29.57%
- Services
- Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Wrenne Financial Planning LLC is an independent, SEC-registered advisory firm organized as an LLC and registered in 2022. The firm is owner-operated and focuses on serving individuals and families. Its client-facing services emphasize financial planning, portfolio management for individuals and small businesses, and educational seminars or workshops. The firm charges fixed fees rather than asset-based or performance fees. Wrenne does not identify as an active ESG investor, is not listed as a pension consultant, and is not described as a multi-state adviser in the provided snapshot. It does not present itself as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds95%
- Exchange Traded Equities4%
- Cash & Cash Equivalents1%
Owners & executives
2 of 2
Daniel Wrenne
Owner & CEOCRD 5044257
Theresa Scheu
Chief Marketing OfficerCRD 8234949
Contacts
3 of 6
Jennifer Quire
OwnerCRD 5528041
Hugh Baker
Financial PlannerCRD 6543257
Jeffrey Wenger
Financial PlannerCRD 7380948
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 51Active vs passive
$334M in ETFs
99%
$332M
0%
$2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $64.1M | 173,215 | 19.18% |
Location
, null
Location
, null
Headquartered in , null.
- Office locations
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