Daniel Wrenne| CFP®, CLU®, ChFC®
Wrenne Financial Planning
- Fee-Only Financial Planning
- Financial Review
- Hourly Fee Consultations
- Retirement Planning
- Investment Management
- Tax Planning
- Estate Planning
- Insurance Services
- College Education Planning
- 401(k) and IRAs
- Business Planning
- Employee Benefits
Lexington, KY 40502
Fee-Only & Fiduciary
The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.
Daniel Wrenne is a Lexington, KY Fee-Only Financial Planner serving Lexington and all surrounding areas. Wrenne Financial Planning specializes in providing objective financial planning and investment management to help clients build, manage, grow, and protect their assets through life's transitions. Daniel Wrenne is a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional.
Daniel values his faith in Christ and his family above all. He is an active member of centenary united Methodist and enjoys spending time with his wife Alison and their son Noah. He has been doing what he loves professionally since graduating from the University of Florida in 2005.
Daniel’s vision is to build a multi-advisor planning firm that makes a difference in the industry and the lives of the clients they serve.
Wrenne Financial Planning is a fee-only financial planning firm based in Lexington KY. In working with clients, our central focus is empowering them to be their best financially and live better lives. Through our financial planning process we work to help clients feel informed, smart, important, secure and confident.
At Wrenne Financial Planning, we take a lot of pride in how we are different! Here are a few examples:
Transparency – It’s pretty simple. Our clients know exactly what they pay for our services and understand what they will receive in return.
Financial Planning Focused – We will provide you with the best financial planning experience available. We don’t offer it as a free add or loss leader to get you in the door. Financial Planning is our passion and focus. Our tailored planning advice incorporates all aspects of your life and what’s important to you.
Financial Coach – Mix together a personal trainer, consultant, and coach. Throw in financial planning expertise and that’s us in a nutshell. We proactively provide comprehensive financial planning and personal finance advice to our clients along with necessary accountability, encouragement, and education along the way.
Handling Conflicts of Interest – In many firms, conflicts of interest are welcomed profit engines. At our firm, we work extremely hard to avoid them. As a fee only firm, we do not earn any commissions or referral fees from our clients or companies we deal with. While product sales dominate our industry, we don’t sell products. While conflict-free planning advice is hard to come by, we have built a firm that specializes in this.
Clients First – Many financial services firms revolve around product placement; we revolve around our clients. Take a look around the industry and you will see financial advisors often have more clients than they can handle yet continue to take on more. We work to monitor our client-advisor ratio to assure we maintain quality control and remain very accessible to clients.
Fun – Finances can be extremely fun when you understand the basics and begin to visualize and realize the impact financial planning can have on your life.
Most advisors are sales reps working for the product maker; we are financial advisors working for you.