Wagner Wealth Management LLC fees and pricing
Financial planner in Indianapolis, Indiana. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 8, 2026, Wagner Wealth Management LLC charges an annual fee of $500-$24,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 8, 2026. Fees can change, so confirm with the firm before you hire them.
- Annual fee
- $500-$24,000/yr
“Annual Fee Retainer will be in the range of $500 to $24,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Wagner Wealth Management LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Disclose whether the fees are negotiable.”
- “At the time WWM and the client enter into the contract, the client must remit, in advance, payment for the first quarter of services (prorated for the quarter or waived for the quarter, if applicable).”
- “Ideally fees are debited from the applicable client accounts, or invoiced if not applicable.”
How Wagner Wealth Management LLC’s fees compare
- Its annual fee of $500-$24,000 spans the Indiana median of $5,000. 81% of the 36 other Indiana planners that publish an annual fee charge less.
- 6 of the 8 other planners in Indianapolis that publish an annual fee charge less.
About Wagner Wealth Management LLC
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CPA.
- Registered as an adviser: 2010 (16 years).
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Minimum
- $500 minimum fee (stated in brochure)
- Clients
- 10
- Employees
- 1
- Works with
- Individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $8,000,000
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 154007
- Phone
- (317) 748-7495
Other planners in Indianapolis that publish fees
- Abound Wealth StrategiesIndianapolis$720-$25,000
- An Exceptional Life Financial, LLCIndianapolis$300/hr, $1,500-$6,000
- Blackwood Investment Group, LLCIndianapolis$250/hr, $59-$199/mo
- Blend WealthIndianapolis$1,541/mo
- C.r. Retirement Strategies, LLCIndianapolis$200-$500/hr, $2,500-$15,000
- CFG Wealth Management Services IncIndianapolis$250/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.