# Michael Wagner

> Michael Wagner is a fee-only financial advisor at Omnia Family Wealth in Aventura, Florida, who holds the CFP credential. Michael focuses on estate & legacy planning, tax planning and family wealth transfer. Omnia Family Wealth reports charging a percentage of assets and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Omnia Family Wealth
- **Based in:** Aventura, Florida
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $994.6M across 922 accounts
- **Credentials:** CFP
- **Specialties:** Estate & legacy planning, Tax planning, Family wealth transfer
- **Works with:** Multi-generational families
- **CRD:** 4808259 (https://adviserinfo.sec.gov/individual/summary/4808259)
- **SEC registration:** Investment adviser representative in FL, NC, TX
- **Exams passed:** Series 66 (2006)
- **Firm size:** 10 employees
- **Disclosures:** None reported
- **Website:** https://omniawealth.com

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Michael holds no broker registration, and Omnia Family Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Michael charge for financial advice?

Michael's firm, Omnia Family Wealth, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Michael Wagner based?

Michael Wagner is based in Aventura, Florida.

### What does Michael specialize in?

Michael's specialties include estate & legacy planning, tax planning and family wealth transfer. Michael works with multi-generational families.

### What credentials does Michael Wagner hold?

Michael Wagner holds the CFP credential.

### Is Michael Wagner registered with the SEC?

Yes. Michael Wagner is registered as an investment adviser representative in FL, NC and TX (CRD 4808259), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Omnia Family Wealth manage?

Omnia Family Wealth reports $994.6M across 922 accounts in assets under management.

### How do I contact Michael Wagner?

Through Michael's website, omniawealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4808259): 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://omniawealth.com/): specialties, clients served, and fees, checked October 30, 2026

---

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