Advisor at Wrenne Financial Planning LLC
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Jacqueline Griggs is a CFP® professional at Wrenne Financial Planning LLC with two years of industry experience. She previously worked at Physician Wealth Services and the Association of Equipment Manufacturers. Wrenne Financial Planning LLC is an SEC-registered advisory firm with six advisors managing approximately $231 million for about 400 clients, including individual, high-net-worth, corporate, and business clients. The firm employs a passive investment approach using diversified portfolios of index mutual funds and ETFs, combined with comprehensive financial planning and discretionary portfolio management.
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.
Denver, CO
Colorado · Texas
Wrenne Financial Planning LLC
2022 - Present (4 years)
Physician Wealth Services
2019 - 2021 (2 years)
Association of Equipment Manufacturers
2016 - 2019 (3 years)
Oak Park Place
2015 - 2016 (1 year)
N/a
2012 - 2016 (4 years)
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