Wagner Planning
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Wagner Planning provides tailored financial planning, consulting, and discretionary asset management primarily to individual and high-net-worth clients, delivering one-time written plans (fixed or hourly) as well as ongoing portfolio management. The firm manages approximately $145 million for roughly 200 clients and advises on topics including retirement planning, tax and estate considerations, insurance, and held-away account allocations.
The firm acts as a fiduciary and typically implements proprietary model portfolios that mix mutual funds, ETFs, REITs, individual equities, fixed income, and cash using asset-allocation principles and both long- and short-term trading strategies; asset-based advisory fees are billed monthly and generally deducted directly from custodian accounts. Wagner Planning conducts periodic account reviews (generally quarterly or at least annually), requires custody and execution through Pershing for managed accounts, and does not accept proxy-voting authority on clients’ behalf.
Noteworthy distinctions disclosed in the brochure include the presentation of both hypothetical performance illustrations and reported performance results in its materials, a practice that is uncommon among peers. The firm also discloses that certain associated persons are dually registered with an independent broker-dealer and licensed to sell insurance (including variable annuities), and it describes related conflicts of interest, rollover advice protocols, and disclosure/mitigation procedures in its policies.
Client services
Expertise
Fee options
Fixed fees typically ranging from $2,000 to $4,000 for financial planning and consulting services
0.50% - 1.60% annually, either tiered schedule or flat rate
Certain associated persons receive commissions from sale of insurance products and securities as registered representatives of a broker-dealer
Up to $375 per hour for financial planning and consulting services
Minimum fee: Financial planning fixed fees typically range from $2,000 to $4,000 Fee-only: Fixed fees for financial planning ($2,000-$4,000) and hourly fees up to $375/hour
Main office
4260 Galewood Street, Suite A
Lake Oswego OR 97035
Advisors at this office
1
Most active in
Arizona · Oregon · Washington
Also doing business as
Wagner Financial, LLC · Wagner Planning
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.
Quick links
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 introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)