WRENNE FINANCIAL PLANNING
ONGOING FINANCIAL PLANNING SERVICES
Transparent, Flat-Fee Pricing
Investment Management Included
No AUM Fees or Product Sales
SETUP FEE (ONE TIME):
$1,500*
ONGOING MONTHLY SUBSCRIPTION:
$300* – $1,400*
*50% discount off initial fee + discount off ongoing fee available for residents and fellows
HOW WE SET THE ONGOING MONTHLY SUBSCRIPTION
BASE FEE:
$300
+
ADJUSTMENTS:
Federal Student Loans: + $100
Married: + $100
Self Employment Income: + $100
+
NET WORTH COMPONENT:
$1 – $3 Mil: + $100
$3 – $10 Mil: + $300
$10 Mil+: + $600
+
INCOME COMPONENT:
$500k – $1 Mil: + $100
$1 Mil+: + $200
=
ONGOING MONTHLY SUBSCRIPTION:
$300 – $1,400
EXAMPLES
Married Resident, $0 Net Worth, $75k Income = $200
Married, $500k Net Worth, $250k Income = $400
Married, Business Owner, $1.5mil Net Worth, $300k Income = $600
Single, Business Owner, $7mil Net Worth, $700k Income = $800
Married, $12mil Net Worth, $1.5mil Income = $1,200
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Wrenne Financial Planning LLC (“WFP”) is a registered investment adviser with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. 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.