Glenn Wager
Wager Wealth Management and Financial Planning · Longmont, Colorado
Glenn Wager is a fee-only financial advisor at Wager Wealth Management and Financial Planning in Longmont, Colorado. Wager Wealth Management and Financial Planning reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Wager Wealth Management and Financial Planning |
|---|---|
| Based in | Longmont, Colorado |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $152.8M across 474 accounts |
| SEC registration | Investment adviser representative in CO, TX · CRD 2286731 |
| Exams passed | Series 63 (1993) |
| Firm size | 3 employees |
| Disclosures | Reported; see the SEC record |
How Glenn's firm compares
- Wager Wealth Management and Financial Planning's average account is about $322,000, from its Form ADV (assets managed divided by 474 accounts).
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Questions about Glenn
Is Glenn Wager a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Glenn holds no broker registration, and Wager Wealth Management and Financial Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Glenn charge for financial advice?
Glenn's firm, Wager Wealth Management and Financial Planning, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Glenn Wager based?
Glenn Wager is based in Longmont, Colorado.
Is Glenn Wager registered with the SEC?
Yes. Glenn Wager is registered as an investment adviser representative in CO and TX (CRD 2286731), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Wager Wealth Management and Financial Planning manage?
Wager Wealth Management and Financial Planning reports $152.8M across 474 accounts in assets under management.
How do I contact Glenn Wager?
Contact details aren't on file yet. Search for Wager Wealth Management and Financial Planning.
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
- 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.
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