Zachary Wagganer is a registered investment advisor at Fortify Wealth, INC., based in St. Louis, MO, with 12 years of industry experience. Zachary 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, Financial Planning & Coaching, and 5 more. Their firm serves 79 clients with $110M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fortify Wealth charges a percentage of your portfolio each year for investment management. Fees range from 0.50% to 1.5% annually and are negotiated with each client. In some cases, the annual fee may exceed this range, but will generally not exceed 2.0%. Fees are billed quarterly in advance. You can terminate the agreement with 30 days' written notice and receive a refund for unearned fees.
Location
106 W. Madison Avenue, Suite 240, St. Louis, MO, 63122
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 Activities
Zachary owns "Preacher's Kid", a non-investment related hunting craft business, since 2023. This activity requires a few hours per week.
Employment History
Current Registrations
Fortify Wealth, INC.
Previous Registrations
Mosaic Family Wealth, LLC
Moneta Group Investment Advisors, LLC
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.