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
Gulf Breeze, FL
Credentials
CFP®, Series 66
Industry experience
7 years
Hugh Baker is a CFP® and holds a Series 66 license with seven years of industry experience. He has been with Wrenne Financial Planning LLC since 2021 and previously worked at Allegheny Financial Group from 2015 to 2021. Wrenne Financial Planning LLC is an SEC-registered advisory firm with six advisors managing approximately $231 million for about 400 clients, including individual and high-net-worth households as well as corporate and business clients. The firm employs a passive investment approach using diversified portfolios of index mutual funds and ETFs, providing comprehensive financial planning and discretionary portfolio management along with separate student-loan planning services.
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.
Gulf Breeze, FL
Florida · Texas
Wrenne Financial Planning LLC
2021 - Present (5 years)
Allegheny Financial Group
2015 - 2021 (6 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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.
CFP®, Series 66
Pensacola, FL
Financial Journey LLC
Series 63, Series 65
Navarre, FL
Koi Portfolio Management, LLC
Series 63, Series 65
Gulf Breeze, FL
Plan For Your Goals, LLC
Series 63, Series 65
Gulf Breeze, FL
Tip Top Financial Advisors
Series 66
Pensacola, FL
DNA Wealth Management LLC
ChFC®, Series 63, Series 65
Navarre, FL
Callahan Investment Advisor, LLC
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")