Jeffrey Wenger is a CFP-designated registered investment advisor at Wrenne Financial Planning LLC, based in North Canton, OH, with 4 years of industry experience. Jeffrey 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
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
North Canton, OH
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jeffrey is self-employed as the owner of a swimming and diving official business in Canton, Ohio. This activity is not industry-related and does not occur during trading hours.
Employment History
Current Registrations
Wrenne Financial Planning LLC
State Registrations2 states
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