WARNER FINANCIAL, INC
SEC RegisteredRetire Right
About the firm
Warner Financial is a fee-only, fiduciary financial advisory firm that specializes in investment management, retirement planning, and estate and tax planning for clients.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment management, retirement planning, estate and tax planning.
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 82 | $43M |
| High Net Worth Individuals | 174 | $782M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
4 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $250,000 | 0.90% |
| Next $750,000 | 0.85% |
| $1M to $3M | 0.75% |
| $3M to $5M | 0.65% |
| Above $5M | 0.50% |
Data as of February 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. WARNER FINANCIAL, INC 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.