$144.7M Total AUM
$144.7M Disc. AUM
15.0% 3Y CAGR
5 Employees
206 ADV. Clients
4 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Pershing
- Clients
- Retail
- Platforms
- Available
- Established Date
- 04-29-2022
- Office Locations
- 1
Office Locations
4260 Galewood Street Suite A Lake Oswego OR
About Wagner Planning
Wagner Planning is a planning-led RIA founded by CFP professional Sandra J. Wagner (serving clients since 2001). The firm focuses on helping widows, retirees, and savers answer retirement and income questions (Social Security timing, pension decisions, longevity) and then build and monitor portfolios aligned to goals and risk tolerance. Custody is through Pershing.
Team overview
-- AVG AGE
$72.4M AVG AUM / ADVISOR
$702.7K AVG AUM / CLIENT
4.2 yrs AVG TENURE
5 Employees
2 Advisory Reps
1 RIA Reps
4yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
SANDRA J. WAGNER
Chief Compliance Officer
- CRD
- #4407622
- Ownership
- Less than 5%
Available
Available
Available
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $144,746,111 | $364,600 |
| Non-Discretionary | $0 | -- |
| Total | $144,746,111 | $364,600 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
Continue browsing