Teresa Wagner
Knightsbridge Wealth Management · Newport Beach, California
Teresa Wagner is a fee-only financial advisor at Knightsbridge Wealth Management in Newport Beach, California, who holds the CFP credential. Teresa focuses on estate & legacy planning. Knightsbridge Wealth Management reports charging a percentage of assets and performance-based fees on its Form ADV.
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Specialties
Facts
| Firm | Knightsbridge Wealth Management |
|---|---|
| Based in | Newport Beach, California |
| Fee model (firm's Form ADV) | Percentage of assets · Performance-based fees |
| Accepting new clients | Yes |
| Assets under management | $1.12B across 1,391 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 5139615 |
| Firm size | 19 employees |
| Disclosures | None reported |
| Website | www.knightsb.com |
How Teresa's firm compares
- Knightsbridge Wealth Management's average account is about $804,000, from its Form ADV (assets managed divided by 1,391 accounts).
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Questions about Teresa
Is Teresa Wagner a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Teresa holds no broker registration, and Knightsbridge Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Teresa charge for financial advice?
Teresa's firm, Knightsbridge Wealth Management, reports charging a percentage of assets and performance-based fees on its SEC Form ADV.
Where is Teresa Wagner based?
Teresa Wagner is based in Newport Beach, California.
What does Teresa specialize in?
Teresa's specialties include estate & legacy planning.
What credentials does Teresa Wagner hold?
Teresa Wagner holds the CFP credential.
Is Teresa Wagner registered with the SEC?
Yes. Teresa Wagner is registered as an investment adviser representative in CA (CRD 5139615), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Knightsbridge Wealth Management manage?
Knightsbridge Wealth Management reports $1.12B across 1,391 accounts in assets under management.
How do I contact Teresa Wagner?
Through Teresa's website, www.knightsb.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
- Knightsbridge 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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