Justin Warfel
Wagner Wealth Management · Conyngham, Pennsylvania
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.
Request an introduction to Justin →
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 · CRD 7815666 |
| Exams passed | Series 65 (2023) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.wwmcorp.com |
Request an introduction to Justin
Tell Justin a little about what you're looking for. Justin 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 Justin
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.
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.