Richard Wagner
Advisor at Interwise
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
Richard Wagner is a financial advisor at Interwise with 23 years of industry experience. He holds a Series 66 designation and has worked at several firms, including Independent Financial Group, LLC, and Valued Wealth Advisors, LLC, where he is also an officer. Wagner is involved in tax and accounting services through Interwise Tax, LLC, and owns a business that provides payroll referral services. Interwise serves individuals, trusts, retirement plans, and business entities with discretionary asset management, retirement plan consulting, and financial planning. The firm uses tailored, diversified portfolios combining direct investments and third-party managers, and it integrates tax and accounting services alongside brokerage activities.
Client services
Based on Interwise
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
Based on Interwise
Annuities
Private / alternative investments
Real estate investing
Retirement plans for business owners (SEP, solo 401k)
Retirement income strategy
Fee options
Flat fees for financial planning and consulting services, not to exceed $25,000
Hourly fees for financial planning and consulting services (specific amounts not stated)
Account minimum: $500,000 Fee-only: Flat fees up to $25,000; hourly fees (specific amounts not stated)
Location
3115 East Lion Lane, Suite 160
Holladay, UT 84121
Most active in
Richard W has reported serving >5 clients in these states in the last 12 months.
Utah · Washington
Work history
Chauner Securities Inc
2023 - Present (3 years)
Interwise Tax, LLC
2023 - Present (3 years)
Valued Wealth Advisors, LLC
2021 - Present (5 years)
Independent Financial Group, LLC
2010 - 2023 (13 years)
Vonderharr Wagner Associates, LLC
2006 - 2023 (17 years)
Balanced Advisors, Inc.
2003 - Present (23 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is 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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Branden V
Series 63, Series 65
Salt Lake City, UT
Steward Financial Services, LLC
Jaron P
CFP®, Series 63, Series 65
Salt Lake City, UT
JHP Planning, LLC
Joseph T
Series 63
Draper, UT
Affiliated Investment Advisors, Inc.
Trevor P
Series 63, Series 65
Draper, UT
Phibbs Financial
Christopher C
CFP®, ChFC®, Series 63, Series 66
Cottonwood Heights, UT
Twin Peaks Wealth Management LLC
Ronald M
Series 63, Series 65
Cottonwood Heights, UT
Planned Security Advisors LLC
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