TrueAdvisor
TrueAdvisor
CW
CFP
CW
CFP

Christopher Wagner

Lutz Financial
20 Years of Experience
Omaha, NE
1 Disclosure
View SEC Summary
View SEC Summary

Christopher Wagner is a CFP-designated registered investment advisor at Lutz Financial, based in Omaha, NE, with 20 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 1,031 clients with $3.2B in assets under management.

Lutz Financial
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
15 advisors
Number of Clients
1,031 clients
Average Client Portfolio
$3.1M average
Assets Under Management
$3.2B

Fee Structure

Minimum Investment:$500K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.00%
$1.0M - $2.0M0.75%
$2.0M - $5.0M0.60%
$5.0M - $10.0M0.45%
$10.0M - $25.0M0.40%
$25M+0.30%

Fees are negotiable. The automated investment program charges a flat 1.00% annual fee.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

13616 California Street, Suite 300, Omaha, NE, 68154-5336

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
December 2015
Final
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Lutz Financial
October 2016 - Present · 10 yrs
Previous Registrations
Mutual of Omaha Investor Services, INC.
May 2008 - May 2016 · 8 yrs
Mutual of Omaha Investor Services, INC.Broker
March 2006 - May 2016 · 10 yrs 2 mos
State Registrations2 states
NETX
Advisor

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
No exam information available for this advisor.
More Advisors
More financial advisors in Omaha, NE →All financial advisors in Nebraska →