Wrenne Financial Planning LLC

Investment Advisor
in Beaver Falls, PA

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About this Advisor

Hugh Baker is a certified financial planner based in Beaver Falls, Pennsylvania who has 1 year of relevant experience. Baker is currently employed by Wrenne Financial Planning LLC. Over the course of their career, Baker has held roles at Allegheny Financial Group, Bank Of Ny Mellon, K-Force, Hamilton Capital, Pnc Bank and Wrenne Financial Planning LLC. Baker holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to serve investors in Pennsylvania and Texas. Wrenne Financial Planning LLC is a financial advisory company that has its headquarters in Lexington, KY. It administers $98 million in assets under management among its 1,544 customer 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 clients who have more than $1 million in investable assets. Wrenne Financial Planning LLC has a set of services, including financial planning services and portfolio management for individuals and small businesses. Financial advisory fees usually are based on the type of financial services offered. Fee types charged by Wrenne Financial Planning LLC most likely are comprised of some combination of asset-based, hourly and fixed fees.

Certifications and Registrations


Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

Beaver Falls, PA

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Wrenne Financial Planning LLC Brokerage Details

Total Assets Under Management


PA Average: $949,722,027
Total Number of Employees


PA Average: 35
Total Number of Accounts


PA Average: 1,296
Average Account Size


PA Average: $732,810

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Hugh Baker Work History

Hugh has been registered as a financial advisor for 1 years.*

2021 - Present (2 years)

Wrenne Financial Planning LLC

2015 - 2021 (6 years)

Allegheny Financial Group

2014 - 2015 (1 year)

Bank Of Ny Mellon

2014 - 2014 (< 1 year)


2014 - 2014 (< 1 year)

Hamilton Capital

2013 - 2014 (1 year)

Pnc Bank

*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.


Please visit the SEC profile of Hugh Baker 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

Hugh Baker
Beaver Falls, PA
Jennifer Quire
Lexington, KY
Jeffrey Wenger
North Canton, OH
Daniel Wrenne
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

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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.

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