Sam Wagner
WealthGuides LLC · Indianapolis, Indiana
Sam Wagner is a fee-only financial advisor at WealthGuides LLC in Indianapolis, Indiana, who holds the CFP credential. Sam charges a percentage of assets and hourly fees ($499 an hour and 1% a year on the first tier of assets managed) and focuses on retirement planning, equity compensation and tax planning.
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Specialties
Who they serve
- Pre-retirees
Facts
| Firm | WealthGuides LLC |
|---|---|
| Based in | Indianapolis, Indiana |
| Fee model | Percentage of assets · Hourly |
| Fees (firm's website) | $499 an hour · 1% a year on the first tier of assets managed · No asset minimum |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $4.4M across 20 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in IN, OH · CRD 7086137 |
| Exams passed | Series 66 (2020) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | mywealthguides.com |
| Profile |
How Sam's firm compares
- The hourly rate is $499, above the US median of $300 for fee-only firms that publish prices.
- WealthGuides LLC's average account is about $221,000, from its Form ADV (assets managed divided by 20 accounts).
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Questions about Sam
Is Sam Wagner a fee-only financial advisor?
Yes. Sam Wagner is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Sam's firm.
How does Sam charge for financial advice?
Sam charges a percentage of assets and hourly fees.
How much does Sam charge?
According to WealthGuides LLC's website, checked October 28, 2026: $499 an hour; 1% a year on the first tier of assets managed; no asset minimum.
Does Sam work with clients virtually?
Yes. WealthGuides LLC says on its website that it works with clients remotely.
Where is Sam Wagner based?
Sam Wagner is based in Indianapolis, Indiana.
What does Sam specialize in?
Sam's specialties include retirement planning, equity compensation and tax planning. Sam works with pre-retirees.
What credentials does Sam Wagner hold?
Sam Wagner holds the CFP credential.
Is Sam Wagner registered with the SEC?
Yes. Sam Wagner is registered as an investment adviser representative in IN and OH (CRD 7086137), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does WealthGuides LLC manage?
WealthGuides LLC reports $4.4M across 20 accounts in assets under management.
How do I contact Sam Wagner?
Through Sam's website, mywealthguides.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- XY Planning Network directory listing : XYPN members are fee-only
- WealthGuides LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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