Wrenne Financial Planning LLC

Wrenne Financial Planning is a registered investment adviser that provides combined investment management and comprehensive financial planning to individuals, including high-net-worth clients, and offers limited-scope services aimed at physicians. The firm also provides student loan planning and free virtual financial seminars for medical residents, and reports roughly $298 million in discretionary assets under management across several hundred client relationships.

WFP primarily implements passive, asset-class-based portfolios using index mutual funds and ETFs and documents client objectives in individualized investment policy statements; accounts are managed on a discretionary basis with regular rebalancing and quarterly reviews. The firm coordinates with clients’ other professionals (attorneys, accountants, tax advisors, and insurance agents) as part of the planning process and offers a Foundations Financial Planning product focused on early-career physicians that does not include ongoing investment management.

Compared with many peer teams, WFP operates from multiple offices despite a relatively small advisor team and structures fees around upfront and recurring fixed planning and management fees rather than a percentage-of-assets model. It maintains an affiliated educational platform (Finance for Physicians), offers no‑cost seminars for medical residents, and discloses that it does not aggregate client trades, features that distinguish its service model from typical team firms.