CFP®, CLU®, ChFC®
Wrenne Financial Planning
Fee-Only financial planner located in Lexington, KY, serving clients locally and across the country
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.
Daniel Wrenne is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning
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.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
Daniel Wrenne is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Daniel Wrenne is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
Daniel Wrenne is a Member of the XY Planning Network
The XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
Contact Daniel Wrenne
3399 Tates Creek Rd
Lexington, KY 40502