Wagner Wealth Management, Corp.

Wagner Wealth Management provides discretionary wealth management and integrated financial planning to individuals — including high‑net‑worth clients — as well as retirement plan sponsors and other business clients. Services include portfolio management for individual accounts and non‑discretionary and advisory consulting to employee benefit plans.

The firm’s investment approach is generally conservative to balanced, relying primarily on ETFs, individual equities, and firm model portfolios while employing fundamental and technical analysis as appropriate. For clients seeking higher‑growth exposure, Wagner selectively allocates portions of portfolios to independently managed third‑party money managers and discloses that it bears those managers’ direct fees while clients pay only the firm’s advisory fee.

Compared with many peers, Wagner recently transitioned to SEC registration and uses an alternative assets‑under‑management calculation that includes retirement plan assets, reflecting its mix of individual and plan work. The firm also discloses a standing consulting arrangement with an enrolled‑agent tax practice (paid by the firm), acceptance of standing letters of authorization for transfers, and an affiliated insurance agent who may offer commission‑based products, each identified as potential conflicts of interest.