Advisor at Wrenne Financial Planning LLC
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Firm
Wrenne Financial Planning LLC
Location
Boulder, CO
Credentials
CFP®, Series 66
Industry experience
11 years
Jennifer Quire is a Certified Financial Planner® with 11 years of industry experience. She has been with Wrenne Financial Planning LLC since 2014, working as part of a six-advisor team in Boulder, CO. Wrenne Financial Planning LLC is an SEC-registered advisory firm serving individual and high-net-worth households as well as corporate clients. The firm follows a passive investment approach, utilizing 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.
Boulder, CO
Colorado · Texas
Daniel Wrenne / Wrenne Financial Planning
2014 - Present (12 years)
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Is not active or affiliated with:
Insurance agent
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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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Full Body Finance
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