Advisor at Wrenne Financial Planning LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Wrenne Financial Planning LLC
Location
Pace, FL
Credentials
CFP®, Series 63, Series 65
Industry experience
6 years
Heather Lovallo is a CFP® professional with six years of industry experience, currently serving at Wrenne Financial Planning LLC. She has worked at Wrenne Financial Planning since 2020, with prior experience at Katana Software, Inc. Outside of her advisory role, she serves on the finance committee of Cornerstone Baptist Church in Pace, FL, advising on the church budget and approving spending requests. Wrenne Financial Planning LLC is an SEC-registered firm with six advisors managing approximately $231 million for about 400 clients. The firm provides comprehensive financial planning and discretionary portfolio management, primarily using a passive investment approach with diversified portfolios of index mutual funds and ETFs.
Based on Wrenne Financial Planning LLC
Based on Wrenne Financial Planning LLC
Fee-only: Combined Investment Management and Comprehensive Financial Planning: Upfront fee $750 to $3,000; ongoing fee $1,200 to $20,000 per year, paid monthly or quarterly in advance. Foundations Financial Planning: Upfront fee $375 to $750; ongoing fee $1,560 to $5,000 per year, paid monthly. Student Loan Planning: One-time engagement fee $500 for single borrower, $750 for dual household borrowers.
Pace, FL
Florida · Texas
Wrenne Financial Planning, LLC
2022 - Present (4 years)
Wrenne Financial Planning, LLC
2020 - 2021 (1 year)
Homemaker/Part-time Student
2018 - 2020 (2 years)
Katana Software, Inc.
2017 - 2018 (1 year)
Homemaker
2013 - 2017 (4 years)
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Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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