Hugh Baker is a CFP-designated registered investment advisor at Wrenne Financial Planning LLC, based in Lexington, KY, with 7 years of industry experience. Hugh operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 404 clients with $230M in assets under management.
Compensation
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Average Client Portfolio
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Fee Structure
Wrenne Financial Planning offers combined investment management and financial planning for an upfront fee of $750 to $3,000, plus an ongoing annual fee of $1,200 to $20,000. The ongoing fee is paid monthly or quarterly, in advance. The exact fee depends on the complexity of your situation. Wrenne Financial Planning may offer discounted fees to medical residents and fellows. Wrenne Financial Planning will review your fees every three years to see if a change is needed. There is no minimum investment account size. This fee covers both investment management and financial planning.
Location
996 E. New Circle Road, Unit #270, Lexington, KY, 40505
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Wrenne Financial Planning LLC
Previous Registrations
Allegheny Investments, LTD.
Allegheny Investments, LTD.Broker
State Registrations2 states
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