WAGNER PLANNING

Overview

Wagner Planning is an independent registered investment adviser organized as a limited liability company. The firm focuses on individual and family clients and provides financial planning and portfolio management services for individuals and small businesses. Its fee structure combines percentage-of-AUM billing with hourly and fixed-fee arrangements, allowing flexibility for different client needs and planning engagements. Investment activity centers on public mutual funds as the primary building blocks of client portfolios, supplemented by real estate exposure through direct REIT allocations. The firm does not present itself as a capital allocator and is not an active ESG investor. Advisory coverage is focused and narrow—Wagner Planning is not positioned as a pension consultant or multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices