Robert Wagler
Great Falls Wealth Management · Pinehurst, North Carolina
Robert Wagler is a fee-only financial advisor at Great Falls Wealth Management in Pinehurst, North Carolina. Robert focuses on retirement planning, estate & legacy planning and small business owners. Great Falls Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Retirees
Facts
| Firm | Great Falls Wealth Management |
|---|---|
| Based in | Pinehurst, North Carolina |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $268.3M across 1,101 accounts |
| SEC registration | Investment adviser representative in NC · CRD 5619708 |
| Exams passed | Series 66 (2009) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.greatfallswealth.com |
How Robert's firm compares
- Great Falls Wealth Management's average account is about $244,000, from its Form ADV (assets managed divided by 1,101 accounts).
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Questions about Robert
Is Robert Wagler a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Robert holds no broker registration, and Great Falls Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Robert charge for financial advice?
Robert's firm, Great Falls Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Robert Wagler based?
Robert Wagler is based in Pinehurst, North Carolina.
What does Robert specialize in?
Robert's specialties include retirement planning, estate & legacy planning and small business owners. Robert works with retirees.
Is Robert Wagler registered with the SEC?
Yes. Robert Wagler is registered as an investment adviser representative in NC (CRD 5619708), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Great Falls Wealth Management manage?
Great Falls Wealth Management reports $268.3M across 1,101 accounts in assets under management.
How do I contact Robert Wagler?
Through Robert's website, www.greatfallswealth.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
- Great Falls 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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