Wagner Wealth Management offers personalized financial planning services to individuals. These services include budgeting, tax planning, retirement planning, investment strategies and management (primarily using mutual funds or outsourced investment management), consolidation of assets, financial education, debt management, insurance planning, and estate planning. WWM tailors its services to each client's unique needs.
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.