Wrenne Financial Planning LLC

Item 5: Fees and Compensation
Please note, unless a client has received the firm’s disclosure brochure at least 48 hours prior to signing
the investment advisory contract, the investment advisory contract may be terminated by the client
within five (5) business days of signing the contract without incurring any advisory fees. Also, we do not
require prepayment of more than $1,200 in fees for any services more than six (6) months in advance of
the provision of those services.

Combined Investment Management and Comprehensive Financial Planning
Combined Investment Management and Comprehensive Financial Planning consists of an upfront fee
ranging from $750 to $3,000, depending on the complexity and needs of the client, and an ongoing fee
ranging from $1,200 to $20,000 per year, depending on the complexity and needs of the client, that is
paid either monthly or quarterly, in advance. At WFP’s discretion, we may offer discounted fees to
medical residents and fellows. We will meet with clients at least every three (3) years to assess net
worth and other parameters to determine if a fee change is appropriate. We do not have a minimum
investment account size. Factors considered in setting the client fee are number of household members,
amount of financial planning necessary, number and type of accounts, net worth, life circumstances,
business interests, etc. This service may be terminated with 30 days’ written notice. Upon termination

of any account, the fee will be prorated, and any unearned fee will be refunded to the client based on
the amount of time remaining in the billing period.
Please note that our ongoing fee schedule is subject to a standard 4% annual increase applied as of the
beginning of the first billing period following each anniversary of the Effective Date.
Fees may be assessed pro rata when services begin after the first day of the billing period. WFP will
either invoice clients directly for services or payment of fees will be deducted by the qualified custodian
holding client funds.

Please note that clients that are transitioned from the Combined Investment Management and
Comprehensive Financial Planning services to our Investment Management only service will be billed at
a different fee schedule to be agreed upon and set forth in the client agreement. In most cases, such
fees will be less than the above listed fees for our Combined Investment Management and
Comprehensive Financial Planning service, but will still be subject to the annual 4% increase.

Foundations Financial Planning

Foundations Financial Planning consists of an upfront fee ranging from $375 to $750, depending on the
scope and needs of the client, and an ongoing fee generally ranging from $1,560 to $5,000 per year, paid
monthly. Fees for this service are lower than those for our Combined Investment Management and
Comprehensive Financial Planning service due to the more limited scope of services provided.

This service may be terminated with written notice as provided in the client agreement. Upon
termination, any unearned fee will be refunded based on the amount of time remaining in the billing
period.

Student Loan Planning
The fee for student loan planning services includes a one-time engagement fee of $500 per analysis for
a single borrower and $750 per analysis for dual household borrowers. Delivery of the student loan plan
is completed within one month of receiving all requested information.

Financial Education Seminars
As noted in Item 4, these seminars are free of charge and participants are not required to be clients of
WFP to attend. There is also no obligation for attendees to become clients of WFP after attending the
seminars.

Other Types of Fees and Expenses
Our fees are exclusive of brokerage commissions, transaction fees, and other related costs and expenses
which may be incurred by the client. Clients may incur certain charges imposed by custodians and other
third parties such as custodial fees, deferred sales charges, odd-lot differentials, transfer taxes, wire
transfer and electronic fund fees, and other fees and taxes on brokerage accounts and securities
transactions. Mutual fund and exchange traded funds also charge internal management fees, which are
disclosed in a fund’s prospectus. Such charges, fees and commissions are exclusive of and in addition to
our fee, and we shall not receive any portion of these commissions, fees, and costs.
Item 12 further describes the factors that we consider in selecting or recommending custodians for our
clients transactions and determining the reasonableness of their compensation (e.g., commissions).
We do not accept compensation for the sale of securities or other investment products including asset-
based sales charges or service fees from the sale of mutual funds or ETFs.

Item 7: Types of Clients
WFP provides combined investment management and comprehensive financial planning services to
individuals, high net-worth individuals, corporations, and other businesses.
We do not have a minimum account size requirement.