Wagener-Lee, LLC fees and pricing
Financial planner in Columbia, Maryland. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 25, 2026, Wagener-Lee, LLC charges $150-$350 an hour and a flat or project fee of $500-$10,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 25, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $150-$350/hr
“Type Advisory Fee Payable Fixed Fee $500 - $10,000 for Comprehensive Financial Plan Payable one-half (½) upon execution of the advisory agreement with Wagener-Lee, LLC with balance due at presentation of financial plan, or as agreed to separately Hourly Fee $150 - $350 per hour ($500 minimum) Payable as invoiced…”
- Flat or project fee
- $500-$10,000
From the same sentence as above.
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Wagener-Lee, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are negotiable and will depend on several factors including time spent with us, number of meetings, complexity of your situation, amount of research, services requested, and staff resources.”
- “March 16, 2026 6 of 15 Wagener-Lee, LLC Consultation Service Consultations are billed at $150-$350 per hour, plus expenses.”
- “Our fee is negotiable and due at the time of consultation.”
How Wagener-Lee, LLC’s fees compare
- Its hourly rate of $150-$350 spans the Maryland median of $300. 24% of the 156 other Maryland planners that publish an hourly rate charge less.
- 3 of the 5 other planners in Columbia that publish an hourly rate charge less.
- Its flat or project fee of $500-$10,000 spans the Maryland median of $4,335. 57% of the 133 other Maryland planners that publish a flat or project fee charge less.
- 4 of the 6 other planners in Columbia that publish a flat or project fee charge less.
- It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.
About Wagener-Lee, LLC
“We focus on portfolio analysis, retirement planning, employee benefits, as well as estate, insurance, and tax planning. Wagener-Lee, LLC provides financial planning services based on your financial and tax status, age, risk tolerance and investment objectives.”
- Firm size: 4 employees.
- Founded: 2004 (22 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees
- Charges a % of assets
- No
- Employees
- 4
- Services reported to regulators
- Financial planning
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 136002
- Phone
- (443) 276-9595
Other planners in Columbia that publish fees
- Adenry Wealth LLCColumbia$300/hr, $300
- GLR PartnersColumbia$1,500
- Lee Financial Group, Inc.Columbia$150-$450/hr, $500-$10,000
- Patuxent Financial Partners, LLCColumbia$200/hr, $500
- Primas Financial PlanningColumbia$200/hr, $100-$800
- Wealthy & Wise Family OfficeColumbia$50-$300/hr
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.