Jeffrey
Wenger
Wrenne Financial Planning LLC
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About this Advisor
Jeffrey Wenger is a certified financial planner operating out of North Canton, Ohio with a total of 2 years of relevant experience. Wenger is currently employed by Wrenne Financial Planning LLC. The advisor has gained experience at Wrenne Financial Planning, Abound Paraplanning Service, Final Expense Brokreage and Lake High School. Wenger is registered to operate in Ohio and Texas. Wrenne Financial Planning LLC is a registered investment company headquartered in Lexington, KY. It handles $98 million in assets under management among its 1,544 accounts, making it one of the smaller financial advisory firms in the country by assets under management. Of its 1,544 client accounts, just 6% belong to high-net-worth individuals who have more than $1 million in assets. Wrenne Financial Planning LLC provides a few services, such as financial planning services and portfolio management for individuals and small businesses. Fees charged by financial advisors depend on which services the firm provides the client. Fee types charged by Wrenne Financial Planning LLC can include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Wrenne Financial Planning LLC Brokerage Details
$98,092,878
8
1,544
$63,532
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Jeffrey Wenger Work History
Jeffrey has been registered as a financial advisor for 2 years.*
Wrenne Financial Planning
Wrenne Financial Planning
Abound Paraplanning Service
Final Expense Brokreage
Lake High School
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jeffrey Wenger to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Wrenne Financial Planning LLC
Beaver Falls, PA
North Canton, OH
Lexington, KY
Lexington, KY
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.