A complete list of active advisors currently associated with Wegner Asset Management, LLC

Warmer can help you find a great advisor at Wegner Asset Management, LLC or one who fits your needs even better.

Wegner Asset Management serves individuals, families, trusts, and estates, providing discretionary investment management and integrated financial planning services; the firm also offers limited consulting engagements on an hourly or set-fee basis. It operates as a fee-only, independent advisor and does not sell financial products or accept commissions. The firm typically implements customized investment policies built around strategic asset allocation and uses low-cost, passively managed mutual funds and exchange-traded funds, with selected individual equities as appropriate. Accounts are managed primarily on a discretionary basis, held at independent custodians, and reviewed at least quarterly with regular reporting to clients. Uncommonly for a solo-practitioner RIA, Wegner Asset Management manages approximately $74 million for roughly 50 clients, implying a higher-than-average asset-per-client profile and a usual recommended $1 million account size (which may be waived). The firm includes financial planning within its advisory fees rather than charging separately, adheres to professional codes of ethics (including CFP standards), discloses that fee-deduction authority can constitute custody for regulatory purposes, and does not use performance-based compensation.

To learn more about the advisors currently working at Wegner Asset Management, LLC, 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.