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Justin Chase Warfel

Advisor at Wagner Wealth Management, Corp. — Conyngham, PA

Updated today

Credentials

Series 65

Experience

2 years

Location

Conyngham, PA 18219

Wagner Wealth Management, Corp. logo

Wagner Wealth Management, Corp.

Supported

Total advisors

3

Clients per advisor

82 High

Avg AUM per client

$539,591 Low

HNW client ratio

15% Low

About

Justin Warfel is a Series 65-licensed financial advisor at Wagner Wealth Management, Corp. with two years of industry experience. His prior roles include positions at Evergreen Wealth Solutions, Geisinger Medical Center, UPMC, T.R. Hoffman, and Lock Haven University. Wagner Wealth Management provides discretionary wealth management and integrated financial planning to individuals, including high-net-worth clients, as well as retirement plan sponsors and other business clients. The firm’s investment approach is generally conservative to balanced, utilizing ETFs, individual equities, and model portfolios, with selective use of third-party money managers for higher-growth opportunities.

Client services

Based on Wagner Wealth Management, Corp.

Financial planning Portfolio management Pension consulting

Expertise

Based on Wagner Wealth Management, Corp.

General retirement planning Retirement income strategy Charitable giving & philanthropy Wealth management Retirement plans for business owners (SEP, solo 401k)

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Fee options

Percentage

$0 - $1,000,000: 1.25% $1,000,001 - $5,000,000: 1.00% $5,000,001+: 0.90% Any fixed-income only account with buy-and-hold instruments+: 0.25% annually (discounted rate)

Commissions

Commission-based compensation earned separately by Kyle Wagner in his individual capacity as an independent insurance agent for insurance product sales; not part of firm's advisory fees.

Other

Fee-only: Annual asset-based fees as per tiered schedule; no commissions for advisory services.

Location

Conyngham, PA

314 S. Main St., Suite A

Conyngham PA 18219

Advisors at this office

3

Most active in

Pennsylvania

Work history

2 years of industry experience

Wagner Wealth Management

2025 - Present • 1 year

Conyngham, PA

Evergreen Wealth Solutions

2023 - 2025 • 2 years

Williamsport, PA

Geisinger Medical Center

2020 - 2024 • 4 years

Danville, PA

UPMC

2019 - 2020 • 1 year

Williamsport, PA

T.R. Hoffman

2016 - 2019 • 3 years

Spring Grove, PA

Lock Haven University

2014 - 2019 • 5 years

Lock Haven, PA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Donald G

Series 63, Series 65

Hazleton, PA

GFS Financial Advisors, LLC

Donald Galade is the principal advisor at GFS Financial Advisors, LLC in Hazleton, PA, holding Series 63 and Series 65 licenses with 15 years of industry experience. He has been associated with GFS Financial Advisors since 2010 and also operates Galade Financial Services, Inc., an independent insurance agency providing insurance products and precious metals sales. Additionally, he owns Cheradon and Associates LLC, a business consulting firm focused on employee benefits. GFS Financial Advisors serves individuals and high-net-worth clients with fee-based financial planning and advisory services, primarily acting as a co-advisor and referral intermediary. The firm generally does not manage client portfolios directly but helps clients select third-party money managers while offering a subscription newsletter called Money Matters.

General retirement planning General tax planning College savings (529s, UTMA, etc.) Wealth management Cash flow / budgeting
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Hari G

Series 66

Ringtown, PA

Omsai Com LLC

Hari Gadi is a financial advisor at Omsai Com LLC with three years of industry experience. He holds the Series 66 designation and previously worked at Avantax Advisory Services and Avantax Investment Services, Inc. from 2021 to 2022. Omsai Com LLC provides fee-based investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a tactical allocation strategy using fundamental, technical, and cyclical analysis across various instruments, and also offers accounting, tax, payroll, and company-formation services.

Active portfolio management Options & derivatives strategies Real estate investing General tax planning
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Allen W

Series 63, Series 66

Conyngham, PA

Wagner Wealth Management, Corp.

Allen Wagner is a financial advisor at Wagner Wealth Management, Corp. with 33 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Wells Fargo Advisors Financial Network LLC and PKS Investments. Wagner also serves as an independent insurance agent, providing insurance advice to clients. Wagner Wealth Management offers discretionary wealth management and integrated financial planning to individuals, including high-net-worth clients, as well as retirement plan sponsors and other business clients. The firm employs a generally conservative to balanced investment approach, utilizing ETFs, individual equities, and model portfolios, alongside fundamental and technical analysis.

General retirement planning Retirement income strategy Charitable giving & philanthropy Wealth management Retirement plans for business owners (SEP, solo 401k)
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Kyle W

CFP®, Series 63, Series 66

Conyngham, PA

Wagner Wealth Management, Corp.

Kyle Wagner is a CFP® with 12 years of industry experience, currently serving as an advisor at Wagner Wealth Management, Corp. He has previously worked at Wells Fargo Advisors and PKS Investments. Wagner holds Series 63 and Series 66 licenses and is involved in an investment-related business, CRZYPCK HOLDINGS, LLC. Wagner Wealth Management provides discretionary wealth management and integrated financial planning to individuals, including high-net-worth clients, as well as retirement plan sponsors and other business clients. The firm’s investment approach is generally conservative to balanced, utilizing ETFs, individual equities, and model portfolios, with selective allocation to third-party money managers for growth exposure.

General retirement planning Retirement income strategy Charitable giving & philanthropy Wealth management Retirement plans for business owners (SEP, solo 401k)
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Kevin K

Series 63, Series 65, Series 66

Nesquehoning, PA

3 Edge Asset Management, Lp

Kevin Kenny is a financial advisor at 3EDGE Asset Management, LP with 19 years of industry experience. He holds Series 63, 65, and 66 licenses. His prior work includes positions at Fisher Investments and Northern Lights Distributors, LLC. 3EDGE Asset Management is a discretionary investment manager serving separately managed account clients, sub-advising other advisers, and managing ETFs and collective investment trusts. The firm employs a top-down, globally diversified multi-asset allocation approach that combines quantitative research with committee judgment and stress testing.

ESG / Sustainable investing Passive / index investing Options & derivatives strategies Real estate investing
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Brad W

Series 66

Mifflinville, PA

Capital Analysts

Brad Warhurst is a financial advisor with Capital Analysts in Mifflinville, PA, holding a Series 66 designation and 19 years of industry experience. He has worked at Lincoln Investment Planning, Inc. since 2007. Outside of advising, he is involved in a real estate partnership with his wife focused on long-term investment properties. Capital Analysts serves retail and institutional clients, including high-net-worth individuals, trusts, and charitable organizations. The firm offers portfolio management, custom and model portfolios, and retirement plan advice, delivering investment management through both discretionary in-house services and non-discretionary third-party managers.

Tax-loss harvesting ESG / Sustainable investing Passive / index investing Active portfolio management
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