John Wagner
Wagner Wealth Management · Indianapolis, Indiana
John Wagner is a fee-only financial advisor at Wagner Wealth Management in Indianapolis, Indiana. Wagner Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Wagner Wealth Management |
|---|---|
| Based in | Indianapolis, Indiana |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $8M across 10 accounts |
| SEC registration | Investment adviser representative in IN · CRD 2892927 |
| Exams passed | Series 63 (1997) · Series 65 (2000) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Profile |
How John's firm compares
- Wagner Wealth Management's average account is about $800,000, from its Form ADV (assets managed divided by 10 accounts).
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Questions about John
Is John Wagner a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: John 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 John charge for financial advice?
John's firm, Wagner Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is John Wagner based?
John Wagner is based in Indianapolis, Indiana.
Is John Wagner registered with the SEC?
Yes. John Wagner is registered as an investment adviser representative in IN (CRD 2892927), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Wagner Wealth Management manage?
Wagner Wealth Management reports $8M across 10 accounts in assets under management.
How do I contact John Wagner?
Contact details aren't on file yet. Search for Wagner Wealth Management.
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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