Wrenne Financial Planning (WFP) provides investment management and financial planning services together. WFP works with clients to establish financial goals and values, then creates a financial plan covering areas like net worth, cash flow, insurance, retirement, and estate planning. WFP also offers student loan planning services. WFP does not offer financial planning on its own.
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.