Wagner Planning offers investment advice and financial planning services tailored to each client's unique situation. They provide financial planning on topics like budgeting, risk management, estate planning, tax planning, retirement, education funding, and investment goal setting. Wagner Planning also offers ongoing investment management services, implementing model portfolios based on client risk tolerance. Clients maintain discretion over their investments and are responsible for implementing recommendations.
Fee Structure
Wagner Planning manages your investments for an annual fee based on the value of your account. This fee typically ranges from 0.50% to 1.60% per year, and can be applied either as a tiered fee schedule or a flat annual rate. The specific fee arrangement will be detailed in your agreement. This fee is paid monthly in advance. Clients also receive ad-hoc financial advice regarding routine financial matters. A separate financial planning agreement is required for broad-based financial planning services.