Wagener-Lee is a wealth management firm that provides financial planning and investment solutions. Their services include portfolio analysis, retirement planning, employee benefits, estate, insurance, and tax planning. Wagener-Lee's advisory representatives are dually registered with Raymond James Financial Services, Inc. and Raymond James Financial Services Advisors, Inc., offering securities products and portfolio management.
Assets Under ManagementN/A
ClientsN/A
Advisors5
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
- Comprehensive Financial Plan: $500 - $10,000, depending on complexity, time spent, research, and services requested.
- Consultation Service: $150 - $350 per hour ($500 minimum), plus expenses.
One-Time Plan:$500 - $10,000
Hourly Rate:$150 - $350/hr
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