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Wagner Wealth Management, Corp.

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Client assets under management

$132,739,413

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Clients

246

15% high-net-worth

Advisors

3

of 5 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

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Clients per advisor

82

High

Average account size

$539,591

About

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.

Client services

Financial planning Portfolio management Pension consulting

Expertise

General retirement planning Retirement income strategy Charitable giving & philanthropy Wealth management Retirement plans for business owners (SEP, solo 401k)

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Fee options

Percentage

$0 - $1,000,000: 1.25% $1,000,001 - $5,000,000: 1.00% $5,000,001+: 0.90% Any fixed-income only account with buy-and-hold instruments+: 0.25% annually (discounted rate)

Commissions

Commission-based compensation earned separately by Kyle Wagner in his individual capacity as an independent insurance agent for insurance product sales; not part of firm's advisory fees.

Other

Fee-only: Annual asset-based fees as per tiered schedule; no commissions for advisory services.

Main office location

Wagner Wealth Management, Corp.

314 S. Main St., Suite A

Conyngham PA 18219, United States

Number of offices

1

Most active in

More info

Florida · New Jersey · Pennsylvania · Texas · Virginia

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website 570-987-6244

Advisors at this firm

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Justin W

Series 65

Conyngham, PA

Wagner Wealth Management, Corp.

Justin Warfel is a Series 65-licensed financial advisor at Wagner Wealth Management, Corp. with two years of industry experience. His prior roles include positions at Evergreen Wealth Solutions, Geisinger Medical Center, UPMC, T.R. Hoffman, and Lock Haven University. 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. The firm’s investment approach is generally conservative to balanced, utilizing ETFs, individual equities, and model portfolios, with selective use of third-party money managers for higher-growth opportunities.

General retirement planning Retirement income strategy Charitable giving & philanthropy Wealth management Retirement plans for business owners (SEP, solo 401k)
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Allen W

Series 63, Series 66

Conyngham, PA

Wagner Wealth Management, Corp.

Allen Wagner is a financial advisor at Wagner Wealth Management, Corp. with 33 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Wells Fargo Advisors Financial Network LLC and PKS Investments. Wagner also serves as an independent insurance agent, providing insurance advice to clients. Wagner Wealth Management offers discretionary wealth management and integrated financial planning to individuals, including high-net-worth clients, as well as retirement plan sponsors and other business clients. The firm employs a generally conservative to balanced investment approach, utilizing ETFs, individual equities, and model portfolios, alongside fundamental and technical analysis.

General retirement planning Retirement income strategy Charitable giving & philanthropy Wealth management Retirement plans for business owners (SEP, solo 401k)
user avatar

Kyle W

CFP®, Series 63, Series 66

Conyngham, PA

Wagner Wealth Management, Corp.

Kyle Wagner is a CFP® with 12 years of industry experience, currently serving as an advisor at Wagner Wealth Management, Corp. He has previously worked at Wells Fargo Advisors and PKS Investments. Wagner holds Series 63 and Series 66 licenses and is involved in an investment-related business, CRZYPCK HOLDINGS, LLC. 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. The firm’s investment approach is generally conservative to balanced, utilizing ETFs, individual equities, and model portfolios, with selective allocation to third-party money managers for growth exposure.

General retirement planning Retirement income strategy Charitable giving & philanthropy Wealth management Retirement plans for business owners (SEP, solo 401k)
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