Jonathan Wagner
WS Wealth Management · Washington, Virginia
Jonathan Wagner is a fee-only financial advisor at WS Wealth Management in Washington, Virginia, who holds the CFA credential. Jonathan focuses on retirement planning. WS Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.
Request an introduction to Jonathan →
Specialties
Facts
| Firm | WS Wealth Management |
|---|---|
| Based in | Washington, Virginia |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $90.5M across 72 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in VA · CRD 4795457 |
| Exams passed | Series 63 (2004) · Series 65 (2005) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.wswealthmanagement.com |
| Profile |
How Jonathan's firm compares
- WS Wealth Management's average account is about $1.3 million, from its Form ADV (assets managed divided by 72 accounts).
Request an introduction to Jonathan
Tell Jonathan a little about what you're looking for. Jonathan 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 Jonathan
Is Jonathan Wagner a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jonathan holds no broker registration, and WS Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jonathan charge for financial advice?
Jonathan's firm, WS Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Jonathan Wagner based?
Jonathan Wagner is based in Washington, Virginia.
What does Jonathan specialize in?
Jonathan's specialties include retirement planning.
What credentials does Jonathan Wagner hold?
Jonathan Wagner holds the CFA credential.
Is Jonathan Wagner registered with the SEC?
Yes. Jonathan Wagner is registered as an investment adviser representative in VA (CRD 4795457), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does WS Wealth Management manage?
WS Wealth Management reports $90.5M across 72 accounts in assets under management.
How do I contact Jonathan Wagner?
Through Jonathan's website, www.wswealthmanagement.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
- WS 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.