W
Wagner Wealth Management LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$8,000,000
Clients
10
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
10
LowAverage account size
$800,000
About
Wagner Wealth Management provides customized financial planning and investment advice primarily to individual clients, offering services such as budgeting, retirement planning, insurance and estate planning, debt management, and tax returns and tax planning. The firm’s service model includes consolidation of accounts, financial education, and referrals to other service providers when appropriate.
The firm employs a fundamental-analysis approach, typically using mutual funds and outsourced portfolio managers within diversified portfolios and an Investment Policy Statement; frequent trading is not a central strategy. As of 12/31/2025, Wagner Wealth Management reported managing approximately $8 million largely on a non-discretionary basis and conducts reviews at least annually with more frequent updates based on client needs.
What distinguishes the firm from many peers is its affiliation with an accounting practice and a principal with an active CPA license and experience in broker-dealer operations and dispute resolution, which supports the integration of tax and compliance considerations into financial advice. The firm maintains a small client roster and emphasizes tailored, coordinated planning where clients generally retain trading authority rather than ceding discretion to the adviser.
Client services
Financial planning
Portfolio management
Expertise
Income planning
Debt management
Cash flow / budgeting
General tax planning
Fee options
Minimum fee: Minimum annual fee of $500 Fee-only: Annual fee retainer ranges from $500 to $24,000 based on complexity and services
Main office location
Wagner Wealth Management LLC
Indianapolis IN, United States
Number of offices
1
Most active in
Wagner Wealth Management LLC has reported serving >5 clients in these states in the last 12 months.
Indiana
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
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:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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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.
Forms ADV
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