Allen Wagner
Wagner Wealth Management · Conyngham, Pennsylvania
Allen Wagner is a fee-only financial advisor at Wagner Wealth Management in Conyngham, Pennsylvania. Allen focuses on retirement planning, estate & legacy planning and small business owners. Wagner Wealth Management reports charging a percentage of assets on its Form ADV.
Request an introduction to Allen →
Specialties
Who they serve
- Founders
Facts
| Firm | Wagner Wealth Management |
|---|---|
| Based in | Conyngham, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $148.7M across 850 accounts |
| SEC registration | Investment adviser representative in PA, TX · CRD 1234103 |
| Exams passed | Series 63 (1993) · Series 66 (2011) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.wwmcorp.com |
Request an introduction to Allen
Tell Allen a little about what you're looking for. Allen isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Allen
Is Allen Wagner a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Allen holds no broker registration, and Wagner Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Allen charge for financial advice?
Allen's firm, Wagner Wealth Management, reports charging a percentage of assets on its SEC Form ADV.
Where is Allen Wagner based?
Allen Wagner is based in Conyngham, Pennsylvania.
What does Allen specialize in?
Allen's specialties include retirement planning, estate & legacy planning, small business owners and family wealth transfer. Allen works with founders.
Is Allen Wagner registered with the SEC?
Yes. Allen Wagner is registered as an investment adviser representative in PA and TX (CRD 1234103), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Wagner Wealth Management manage?
Wagner Wealth Management reports $148.7M across 850 accounts in assets under management.
How do I contact Allen Wagner?
Through Allen's website, www.wwmcorp.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Wagner Wealth Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.