# Justin Warfel

> Justin Warfel is a fee-only financial advisor at Wagner Wealth Management in Conyngham, Pennsylvania. Justin focuses on retirement planning, estate & legacy planning and small business owners. Wagner Wealth Management reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/justin-warfel/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Wagner Wealth Management
- **Based in:** Conyngham, Pennsylvania
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $148.7M across 850 accounts
- **Specialties:** Retirement planning, Estate & legacy planning, Small business owners, Family wealth transfer
- **Works with:** Founders
- **CRD:** 7815666 (https://adviserinfo.sec.gov/individual/summary/7815666)
- **SEC registration:** Investment adviser representative in PA
- **Exams passed:** Series 65 (2023)
- **Firm size:** 5 employees
- **Disclosures:** None reported
- **Website:** https://www.wwmcorp.com

## Frequently asked questions

### Is Justin Warfel a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Justin 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 Justin charge for financial advice?

Justin's firm, Wagner Wealth Management, reports charging a percentage of assets on its SEC Form ADV.

### Where is Justin Warfel based?

Justin Warfel is based in Conyngham, Pennsylvania.

### What does Justin specialize in?

Justin's specialties include retirement planning, estate & legacy planning, small business owners and family wealth transfer. Justin works with founders.

### Is Justin Warfel registered with the SEC?

Yes. Justin Warfel is registered as an investment adviser representative in PA (CRD 7815666), 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 Justin Warfel?

Through Justin's website, www.wwmcorp.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7815666): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.wwmcorp.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.