Kyle Wagner
Wagner Wealth Management · Conyngham, Pennsylvania
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.
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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 |
| Credentials | CFP |
| SEC registration | Investment adviser representative in PA, TX · CRD 5941923 |
| Exams passed | Series 63 (2012) · Series 66 (2013) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.wwmcorp.com |
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Questions about Kyle
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.
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.
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