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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 11-03-2014
- Office Locations
- 6
Office Locations
About Wrenne Financial Planning LLC
Wrenne Financial Planning is an RIA providing comprehensive, flat-fee financial planning for physicians and their families nationwide. The team helps residents through established doctors navigate student loans, home and college funding, tax and estate planning, insurance and retirement decisions, and portfolio asset allocation using vehicles such as ETFs and mutual funds. Custody includes Charles Schwab.
Team overview
Insights
Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
DANIEL BRYAN WRENNE
Chief Executive Officer, CHIEF OPERATING OFFICER, Owner
- CRD
- #5044257
- Ownership
- 75% or more
JENNIFER DELORBE QUIRE
Chief Compliance Officer, Chief Financial Officer
- CRD
- #5528041
- Ownership
- 10% but less than 25%
Showing 2 of 3 owners & executives
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HUGH BRADLEY BAKER
Financial Planner
- CRD
- #6543257
HEATHER JOY LOVALLO
Financial Planner
- CRD
- #5676729
Showing 2 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $297,914,898 | $126,718 |
| Non-Discretionary | $0 | -- |
| Total | $297,914,898 | $126,718 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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