{
  "crd_number": 173029,
  "slug": "wrenne-financial-planning-llc-173029",
  "primary_business_name": "WRENNE FINANCIAL PLANNING LLC",
  "legal_name": "WRENNE FINANCIAL PLANNING LLC",
  "dbas": [],
  "city": null,
  "state": null,
  "country": null,
  "cbsa_code": null,
  "metro": null,
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2022-05-05",
  "years_registered": 4,
  "period": "2026-10-01",
  "filing_date": "2026-09-03",
  "carried_forward": false,
  "raum_total": 297914898.0,
  "raum_discretionary": 297914898.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 11,
  "advisory_employees": 6,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 88088433.0,
      "count": 329
    },
    "high_net_worth_individuals": {
      "raum": 209826465.0,
      "count": 99
    }
  },
  "compensation_types": [
    "fixed"
  ],
  "advisory_activities": [
    "educational_seminars",
    "financial_planning",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 2,
  "states_registered": [
    "AZ",
    "CA",
    "CO",
    "CT",
    "FL",
    "GA",
    "IL",
    "IN",
    "KS",
    "KY",
    "LA",
    "MA",
    "MI",
    "MN",
    "MO",
    "MS",
    "NC",
    "NE",
    "NH",
    "NJ",
    "NV",
    "NY",
    "OH",
    "OR",
    "PA",
    "SC",
    "TN",
    "TX",
    "VA",
    "WA"
  ],
  "websites": [
    "https://facebook.com/WRENNEFINANCIAL",
    "https://linkedin.com/company/wrenne-financial-planning-llc/about",
    "https://twitter.com/WRENNEFINANCIAL",
    "https://wrennefinancial.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/173029",
  "disclosure_items": [
    {
      "item": "11.D(2)",
      "question": "Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate was involved in a violation of investment-related regulations or statutes?"
    },
    {
      "item": "11.D(4)",
      "question": "In the past ten years, has another federal regulator, a state regulator, or a foreign financial regulator entered an order against the firm or an advisory affiliate in connection with investment-related activity?"
    }
  ],
  "city_as_filed": null,
  "url": "https://advisorcensus.com/firm/wrenne-financial-planning-llc-173029",
  "display_name": "Wrenne Financial Planning LLC",
  "summary": "Wrenne Financial Planning LLC is an SEC-registered investment advisory firm, registered since 2022, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 3, 2026.",
  "citation": "AdvisorCensus. Wrenne Financial Planning LLC (CRD 173029): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Educational seminars/workshops"
  ],
  "quick_answers": [
    {
      "q": "How is Wrenne Financial Planning LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Wrenne Financial Planning LLC reports these compensation arrangements: fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does Wrenne Financial Planning LLC charge?",
      "a": "Its Form ADV Part 2A brochure dated April 23, 2026 states: Subscription: $1,200 to $20,000 a year (Combined Investment Management and Comprehensive Financial Planning); Subscription: $1,560 to $5,000 a year (Foundations Financial Planning); Flat fee: $500 (student loan planning services for a single borrower); Flat fee: $750 (student loan planning services for dual household borrowers). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Is Wrenne Financial Planning LLC registered with the SEC or a state?",
      "a": "Wrenne Financial Planning LLC is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 173029."
    },
    {
      "q": "How much does Wrenne Financial Planning LLC manage?",
      "a": "Wrenne Financial Planning LLC reports $297,914,898 in regulatory assets under management in its Form ADV filing dated September 3, 2026 (100% discretionary)."
    },
    {
      "q": "How have Wrenne Financial Planning LLC's assets and staff changed since 2022?",
      "a": "In the Form ADV data for Wrenne Financial Planning LLC: Regulatory assets under management: $58,927,806 in the October 2022 data and $297,914,898 in the October 2026 data, up 406%. Total employees: 5 in October 2022 and 11 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Wrenne Financial Planning LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (329); high net worth individuals (99)."
    },
    {
      "q": "Which custodians does Wrenne Financial Planning LLC use?",
      "a": "Wrenne Financial Planning LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. (affiliated with the firm) as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Wrenne Financial Planning LLC report any disciplinary disclosures?",
      "a": "Reports 2 disclosure items on Form ADV Item 11: yes answers to 11.D(2) (another regulator's finding of a violation) and 11.D(4) (another regulator's order in the past ten years). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/173029"
    },
    {
      "q": "What changed in Wrenne Financial Planning LLC's recent Form ADV filings?",
      "a": "In the October 2026 filing data: Registered or notice-filed in SC."
    }
  ],
  "filing_history": [
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 58927806.0,
      "total_employees": 5,
      "filing_date": "2022-05-24"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 112952289.0,
      "total_employees": 9,
      "filing_date": "2023-09-21"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 139932765.0,
      "total_employees": 9,
      "filing_date": "2024-05-17"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 231316219.0,
      "total_employees": 11,
      "filing_date": "2025-07-02"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 297914898.0,
      "total_employees": 11,
      "filing_date": "2026-09-03"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-10-01",
      "period_label": "October 2026",
      "notes": [
        "Registered or notice-filed in SC."
      ]
    },
    {
      "period": "2026-08-01",
      "period_label": "August 2026",
      "notes": [
        "Registered or notice-filed in NV."
      ]
    },
    {
      "period": "2026-06-01",
      "period_label": "June 2026",
      "notes": [
        "Registered or notice-filed in NE, NJ."
      ]
    },
    {
      "period": "2026-05-01",
      "period_label": "May 2026",
      "notes": [
        "Registered or notice-filed in KS."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $231,316,219 to $297,914,898 (+29%).",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2026-03-01",
      "period_label": "March 2026",
      "notes": [
        "Registered or notice-filed in MN."
      ]
    },
    {
      "period": "2026-01-01",
      "period_label": "January 2026",
      "notes": [
        "No longer registered or notice-filed in AL, KS, MD, OK."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated April 23, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Subscription: $1,200 to $20,000 a year (Combined Investment Management and Comprehensive Financial Planning)",
      "Subscription: $1,560 to $5,000 a year (Foundations Financial Planning)",
      "Flat fee: $500 (student loan planning services for a single borrower)",
      "Flat fee: $750 (student loan planning services for dual household borrowers)"
    ],
    "figures": [
      {
        "label": "Planning fee",
        "statements": [
          "Subscription: $1,200 to $20,000 a year (Combined Investment Management and Comprehensive Financial Planning)"
        ],
        "quotes": [
          "and an ongoing fee ranging from $1,200 to $20,000 per year, depending on the complexity and needs of the client, that is paid either monthly or quarterly, in advance."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Subscription: $1,560 to $5,000 a year (Foundations Financial Planning)"
        ],
        "quotes": [
          "and an ongoing fee generally ranging from $1,560 to $5,000 per year, paid monthly."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: $500 (student loan planning services for a single borrower)"
        ],
        "quotes": [
          "The fee for student loan planning services includes a one-time engagement fee of $500 per analysis for a single borrower and $750 per analysis for dual household borrowers."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: $750 (student loan planning services for dual household borrowers)"
        ],
        "quotes": [
          "The fee for student loan planning services includes a one-time engagement fee of $500 per analysis for a single borrower and $750 per analysis for dual household borrowers."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "subscription",
          "amount": null,
          "min": 1200.0,
          "max": 20000.0,
          "period": "annual",
          "service": "Combined Investment Management and Comprehensive Financial Planning"
        },
        {
          "kind": "subscription",
          "amount": null,
          "min": 1560.0,
          "max": 5000.0,
          "period": "annual",
          "service": "Foundations Financial Planning"
        },
        {
          "kind": "flat",
          "amount": 500.0,
          "min": null,
          "max": null,
          "period": "one_time",
          "service": "student loan planning services for a single borrower"
        },
        {
          "kind": "flat",
          "amount": 750.0,
          "min": null,
          "max": null,
          "period": "one_time",
          "service": "student loan planning services for dual household borrowers"
        }
      ]
    },
    "quotes": [
      "and an ongoing fee ranging from $1,200 to $20,000 per year, depending on the complexity and needs of the client, that is paid either monthly or quarterly, in advance.",
      "and an ongoing fee generally ranging from $1,560 to $5,000 per year, paid monthly.",
      "The fee for student loan planning services includes a one-time engagement fee of $500 per analysis for a single borrower and $750 per analysis for dual household borrowers.",
      "The fee for student loan planning services includes a one-time engagement fee of $500 per analysis for a single borrower and $750 per analysis for dual household borrowers."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": true
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/wrenne-financial-planning-llc-173029.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 329,
      "fewer_than_5": false,
      "raum": 88088433.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 99,
      "fewer_than_5": false,
      "raum": 209826465.0
    }
  ],
  "disclosure_line": "Reports 2 disclosure items on Form ADV Item 11.",
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/173029",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}