Helping physicians use their money to live better lives.
We’re a fee-only firm providing comprehensive financial planning for physicians.
Helping young physicians and dentists find financial peace in their busy lives.
We’re a fee-only firm providing comprehensive financial planning and personal finance advice.
Physicians under age 40 don’t have an estate plan
Young physicians consider themselves very knowledgeable about personal financial issues
Located in Lexington, Kentucky, Wrenne Financial Planning is a fee-only firm providing comprehensive financial planning for physicians and dentists which includes necessary accountability, encouragement, and education along the way. Think of us as your financial trainer, consultant, and coach. We have over 40 years of combined experience providing financial advice professionally to physicians and other professionals.
- Transparent pricing
- No commissions or kickbacks
- Fiduciary all the time
- Physician specialists
Do you sell products?
No. We will provide advice on purchasing products and managing them appropriately however we will not be financially involved in those sales transactions in an effort to reduce conflicts of interest for our clients.
How are you compensated?
As a fee-only firm, all of our revenue comes directly from clients. We don’t receive any commissions, referral fees, or other incentive compensation from third parties. This reduces conflicts of interest and provides maximum transparency.
Who is your typical client?
We provide financial planning for physicians, dentists and business owners that are in their accumulation stage of life, meaning they are still working and looking for guidance as they save for the future.
How do I determine a financial advisor’s competency?
Look for specific designations that apply to the services you desire. The CFP® is the most rigorous and highly regarded financial planning designation. Look for experience and make sure they are providing customized advice.
Do you work virtually?
Yes, we currently provide financial planning for physicians and dentists in all 50 states.
What is the cost for me?
Our initial 30 minute consult is completely free. After that, it will depend on your circumstances and needs, and we will cover this in an initial consult meeting. For more information on our rates, click here.
How do I know I can trust your firm?
Trust is earned over time. We begin building the foundation early on with total transparency. Talk with us, ask tough questions, talk with our references and see where it goes. Trust is difficult but necessary in our business.
FROM THE BLOG
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When it comes to investing, perhaps the single most common thing we see that trips up our clients is the temptation to act on the chatter and news around them. Whether it be a newspaper article, close friend, or financial pundit on TV, there is no shortage of people...
The long awaited PSLF application finally went live late last year. Just in time for the first round of PSLF applicants. We’ve finally started hearing confirmed reports of PSLF forgiveness actually being granted. So it’s officially not a hoax! This application is a...
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Wrenne Financial Planning LLC (“WFP”) is a registered investment adviser offering advisory services in the States of CA, CO, FL, IN, IL, KY, LA, MI, NY, NC, OH, PA, TN and TX, and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by WFP in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption. All written content on this site is for information purposes only. Opinions expressed herein are solely those of WFP, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.