Kyle Wagner
Kyle Wagner is a CFP-designated registered investment advisor at Wagner Wealth Management, CORP., based in Conyngham, PA, with 13 years of industry experience. Kyle operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 261 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 $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.90% |
Fixed-income only accounts utilizing buy-and-hold instruments to maturity are billed at a discounted rate of 0.25% annually. Fees may be negotiable based on account size and prospective growth.
Fee Estimator
Location
314 S. Main St., Suite A, Conyngham, PA, 18219
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Kyle has 100% ownership of CRZYPCK Holdings, LLC, which is a pass-through entity for tax purposes and takes nearly all of his time. He also works as an agent selling fixed insurance products, including life insurance, long-term care insurance, and annuities, dedicating a few hours per week.
Employment History
Current Registrations
Wagner Wealth Management, CORP.
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors Financial Network, LLC
Gwn Securities INC.
Gwn Securities INC.Broker
Wells Fargo Advisors Financial Network, LLCBroker
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.