# Kyle Wagner

> Kyle Wagner is a fee-only financial advisor at Wagner Wealth Management in Conyngham, Pennsylvania, who holds the CFP credential. Kyle 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/kyle-wagner/
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
- **Credentials:** CFP
- **Specialties:** Retirement planning, Estate & legacy planning, Small business owners, Family wealth transfer
- **Works with:** Founders
- **CRD:** 5941923 (https://adviserinfo.sec.gov/individual/summary/5941923)
- **SEC registration:** Investment adviser representative in PA, TX
- **Exams passed:** Series 63 (2012), Series 66 (2013)
- **Firm size:** 5 employees
- **Disclosures:** None reported
- **Website:** https://www.wwmcorp.com

## Frequently asked questions

### Is Kyle Wagner a fee-only financial advisor?

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

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

### Where is Kyle Wagner based?

Kyle Wagner is based in Conyngham, Pennsylvania.

### What does Kyle specialize in?

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

### What credentials does Kyle Wagner hold?

Kyle Wagner holds the CFP credential.

### Is Kyle Wagner registered with the SEC?

Yes. Kyle Wagner is registered as an investment adviser representative in PA and TX (CRD 5941923), 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 Kyle Wagner?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5941923): 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.