Wagner Planning
SEC RegisteredAbout the firm
Wagner Planning, led by Sandra J. Wagner CFP®, has been specializing since 2001 in assisting widows, retirees, and savers answer big financial questions. The firm uses planning tools to help clients define their goals and the resources available for achieving those goals, and works with clients to monitor their financial situation to ensure their investment portfolio remains compatible with their risk tolerance, needs, and objectives.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Financial planning, retirement planning, college education planning, investment selection and portfolio monitoring, and complimentary consultations. Services include helping clients with questions about retirement savings, Social Security timing, pension decisions, retirement income, and housing transitions.
Who they serve
Widows, retirees, and savers
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 134 | $49M |
| High Net Worth Individuals | 69 | $96M |
3 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
1 advisor in the directory
Regulatory & compliance
Data as of March 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Wagner Planning has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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