A complete list of active advisors currently associated with Wagner Wealth Management, Corp.

Warmer can help you find a great advisor at Wagner Wealth Management, Corp. or one who fits your needs even better.

Wagner Wealth Management, Corp. is a small RIA that manages roughly $149 million for about 246 clients, serving both individual and high‑net‑worth households as well as retirement plans and business clients. As with many supported firms, it provides discretionary portfolio management and charges asset‑based advisory fees, and financial planning is provided as part of its wealth management service. The firm’s investment program is ETF‑focused and typically employs conservative or balanced strategies implemented through firm‑designed model portfolios in which clients generally may not impose holdings or allocation restrictions. For clients seeking higher growth exposure, Wagner may allocate a segregated portion of assets to third‑party institutional money managers; the firm conducts due diligence on those managers and reports that it bears the third‑party managers’ fees while clients continue to pay the adviser’s standard advisory fee on the total assets. Operational and governance features that distinguish the firm include a requirement that clients custody assets with an approved custodian rather than permitting directed brokerage, a disclosed practice of compensating outside solicitors for client referrals, and an ongoing consulting arrangement with an external tax/accounting firm whose costs are borne by the adviser. The firm also discloses that certain supervised persons sell insurance products for separate commission compensation and that it does not vote client proxies.

To learn more about the advisors currently working at Wagner Wealth Management, Corp., 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.