Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > oregon > lake oswego > WAGNER PLANNING
WAGNER PLANNING
4260 Galewood Street
Suite A
Lake Oswego, Oregon 97035
Tel: 503-342-0038
About WAGNER PLANNING
WAGNER PLANNING, formally registered with the SEC as WAGNER PLANNING. The firm was established in 04/29/2022. They have over 1 offices throughout the country.
WAGNER PLANNING is a Lake Oswego, Oregon based Financial Planning firm with nearly $127,933,708 assets under management, offering retirement planning & investment advisory services to 391 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 318448 |
| SEC# | 801-124939 |
| Assets Managed by Firm | $127,933,708 |
| No. of Clients | 391 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 391 | $127,933,708 |
| Individuals (other than high net worth individuals) | 135 | $46,686,042 |
| High net worth individuals | 63 | $81,247,666 |
More Retirement Planning firms in Lake Oswego, Oregon:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $34,385,256,113 | 126310 | 112 | |
| $25,897,235,362 | 73 | 9 | |
| $13,438,401,059 | 431 | 41 | |
| $8,394,137,837 | 4068 | 60 | |
| $6,856,132,947 | 1409 | 17 |
Explore More Retirement Advisors in Lake Oswego, Oregon