Magness Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides investment management and financial planning services to individuals, high‑net‑worth individuals, and business clients through both ongoing and project‑based engagements. As a fee‑only registered adviser, it offers discretionary and non‑discretionary portfolio management across stocks, bonds, mutual funds, ETFs, and may recommend or utilize outside managers.
The firm’s investment process centers on asset allocation and elements of modern portfolio theory, incorporating fundamental, technical, and charting analysis and a mix of passive and active vehicles to align with client objectives and risk tolerance. Portfolios can be customized for socially responsible investing and are monitored on a regular schedule with event‑driven reviews; the firm also documents client‑imposed restrictions and uses third‑party platforms and managers for implementation when appropriate.
Noteworthy characteristics include that the firm is newly established and currently reports no assets under management or active client accounts, and it does not follow the typical solo‑practitioner profile common among independent advisers. Its operational model features participation in platform programs (including a model‑marketplace and bundled subscription offerings) and direct‑account arrangements with third‑party providers, which can affect how model portfolios, tax tools, and implementation are delivered.
Client services
Expertise
Demographic focus
Fee options
Fixed fees for financial planning services ranging from $1,000 to $15,000; initial fee for ongoing planning up to $500; recurring annual fee for ongoing planning from $1,000 to $15,000.
$0 - $1,000,000: 1.00% $1,000,001 - $2,500,000: 0.85% $2,500,001 - $5,000,000: 0.75% $5,000,001+: 0.50%
Hourly rate of $100 for project-based financial planning services.
Recurring fixed annual fee for ongoing financial planning: $1,000 to $15,000, paid monthly in arrears.
Fee-only: Firm is a fee-only firm; compensation solely from clients for advisory services; no commission-based compensation.
Main office
Tionesta PA
Advisors at this office
1
Most active in
Pennsylvania
Also doing business as
Magness Wealth Management · Magness Wealth Management LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")