John Wagner is a registered investment advisor at Wagner Wealth Management LLC, based in Indianapolis, IN, with 23 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 10 clients with $9.8M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Wagner Wealth Management provides investment management services, predominantly utilizing mutual funds or outsourced investment management. The firm's fees are based on the complexity of each client’s situation and the scope, number and complexity of the services provided. The annual fee retainer will be in the range of $500 to $24,000. WWM charges a minimum annual fee of $500, excluding Pro Bono cases.
Location
Indianapolis, IN
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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John is a bank representative at Irwin Union Bank & Trust since 2002 and involved with Wagner Financial, LLC doing accounting, tax and consulting since 2003. He also serves as a FINRA arbitrator, dedicating minimal time to this role.
Employment History
Current Registrations
Wagner Wealth Management LLC
Previous Registrations
LPL Financial Corporation
State Registrations1 state
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