Glenn Wager
Glenn Wager is a registered investment advisor at Wager Wealth Management and Financial Planning LLC, based in Longmont, CO, with 29 years of industry experience. Glenn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 121 clients with $150M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $300K | 0.90% |
| $300K - $600K | 0.80% |
| $600K - $1.0M | 0.70% |
| $1.0M - $2.0M | 0.60% |
| $2M+ | 0.50% |
Fees are negotiable and minimum annual fee is $1,000. Comprehensive financial planning is included.
Fee Estimator
Location
Longmont, CO
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
July 1996Other Business Activities
Glenn is a director for Niwot Youth Sports Field and Softball, and a softball coach at SVVSD-SCHS High School. He also serves as treasurer for Niwot Youth Sports, dedicating about 10-40% of his time to these activities depending on the season.
Employment History
Current Registrations
Wager Wealth Management and Financial Planning LLC
Previous Registrations
Guerin Financial Services,ltd.
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
More Advisors
- Billy Funderburk, CFPLPL Financial LLC
- Adam Robinson, CFPSevenwealth LLC
- Tracy Rothe, CFPLPL Financial LLC
- Samantha Schreiber-Reed, CFPEdward Jones
- Thomas Basil, CFPColorado Diversified Financial
- Daniel Yerger, CFP, ChFCMy Wealth Planners