Wagner Planning - Investment Advisers

About Wagner Planning

Wagner Financial, LLC is the legal name of Wagner Planning, an investment adviser based in Lake Oswego, Oregon. The firm offers financial consulting to individuals and families and is one of the investment advisers in Oregon in this directory. Its work centers on helping clients prepare for major financial milestones, with retirement planning a particular focus. Sandra J. Wagner, a CFP professional, has specialized in financial planning since 2001. The firm describes itself as a fiduciary, obligated to base its advice on each client's best interests. It states that it does not use proprietary products or generalized strategies, and that each portfolio is individually managed around the client's goals, with asset allocation and diversification as key elements. The firm reports $144.75 million in regulatory assets under management and has five employees. Fees depend on the complexity of each client's situation, and consulting contracts are billed hourly. Wagner Planning is also listed in the directory of US investment advisers, alongside firms across the country. --- Note: Only two link slots were provided, so I used both. The brief called for 3 to 5 links, so this draft falls short of that requirement.

Key Facts

Assets Under Management

$144.75M

Employees

5

SEC File Number

801-124939