A complete list of active advisors currently associated with Wagner Planning

Warmer can help you find a great advisor at Wagner Planning or one who fits your needs even better.

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.

To learn more about the advisors currently working at Wagner Planning, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.