Wagener-Lee, LLC

Overview

Wagener-Lee, LLC is an independent registered investment adviser operating as a limited liability company and registered in Maryland. The firm is owned by an individual and focuses its advisory activity on financial planning services. Its compensation model relies on hourly charges and fixed fees rather than asset-based billing. The firm does not identify as an active ESG investor, is not a multi-state adviser, and does not act as a capital allocator or pension consultant. The firm maintains formal ties to a range of professional channels: it lists affiliations with another investment adviser, a law firm, and a real estate broker. Those relationships suggest the firm may lean on external professional networks for client needs that go beyond core planning work.

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Location & Offices