FAQs
Below are questions we are frequently asked by physicians who are considering working with us. We are happy to discuss any of these questions in more detail as part of a no obligation introductory call.
General
Who is your typical client?
Do you work with physicians who are either in, or approaching retirement?
Will you act as my fiduciary?
I am married, but my spouse and I keep our finances separate. Can I work with you without my spouse being involved?
Is there a minimum length of time I am committing to working with you, once I sign a financial contract?
Services
I only want a one-time written financial plan and I don’t need ongoing support. Is this a service you provide?
Can you help advise me on how to manage my student loans?
I'm interested in retiring early, is this something you can help me plan for?
Do you advise on real estate investments?
Do you sell insurance?
Will you prepare my taxes?
Fees
What is included in the monthly fee?
How are your fees structured?
Do you receive commissions?
Do you charge an Assets Under Management (AUM) fee?
Do you offer discounts for in-training physicians?
Investment Management
What is your investment philosophy?
Where will my investment accounts be held?
Do you charge investment management fees?
Do you have to manage my investments?
Can you manage my employer-sponsored retirement accounts?
Wrenne Financial Planning LLC (“WFP”) is a Registered Investment Adviser. This content is intended to provide general information about WFP. It is not intended to offer or deliver investment advice in any way. Information regarding investment services are provided solely to gain an understanding of our investment philosophy, our strategies and to be able to contact us for further information.
Additional Important Disclosures may be found in the WFP Form ADV Part 2A. For a copy, please click here.
996 E New Circle Rd, Unit #270
Lexington, KY 40505
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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.