Wagner Wealth Management, PLLC is an independent, Texas-based registered investment adviser.
As a boutique firm, clients work directly with the advisor responsible for managing their portfolios, ensuring clarity, accountability, and alignment.
Wagner Wealth Management, PLLC is an independent, Texas-based registered investment adviser established in 2025.
The firm operates as a boutique, single-advisor practice. Clients work directly with the advisor responsible for managing their portfolios, ensuring clear communication, consistent decision-making, and alignment with client objectives.
Services are tailored to each client’s financial situation, investment goals, and risk tolerance.
Blake Wagner founded Wagner Wealth Management, PLLC to provide a more direct and thoughtful approach to investment management.
Working with a select group of clients, Blake is responsible for portfolio construction, implementation, and ongoing management. Clients benefit from direct access, clear communication, and an approach grounded in long-term financial planning.
His work focuses on helping professionals, business owners, and high-net-worth individuals navigate complex financial decisions with clarity and discipline.
As a single-advisor firm, all portfolio decisions, monitoring, and adjustments are handled directly by the advisor responsible for managing client portfolios.
This structure allows for a consistent investment approach, direct communication, and alignment between client objectives and portfolio management decisions.
The firm does not rely on model portfolios, outsourced investment management, or layered advisory structures. Client assets are held with a qualified third-party custodian, such as Charles Schwab.
Wagner Wealth Management operates as a fiduciary, meaning the firm is legally obligated to act in the best interests of its clients.
Advice is provided through a structure designed to maintain alignment between the firm and its clients, based on each client’s financial situation, objectives, and risk tolerance.
The firm emphasizes thoughtful planning, disciplined decision-making, and a long-term perspective in all client relationships.
Wagner Wealth Management provides portfolio management using a disciplined, long-term approach aligned with each client’s objectives, time horizon, and risk tolerance.
Strategies are tailored to each client’s financial situation and may vary accordingly with ongoing monitoring and adjustments as appropriate..
The firm works with professionals, business owners, and high-net-worth individuals seeking a disciplined, long-term approach to investment management.
Client relationships are built around a clear understanding of financial objectives, time horizon, and tolerance for risk, with direct access to the advisor responsible for managing their portfolio.
The firm is best suited for clients who value a high level of personalization and a long-term, disciplined approach to managing wealth.
Wagner Wealth Management is generally compensated based on a percentage of assets under management. Certain qualified clients may be charged a performance-based fee in addition to an asset-based fee.
Financial planning services are typically billed on an hourly basis, and subscription-based services are offered for a monthly fee. The firm does not receive commissions or compensation from the sale of investment products.
Additional details are available in the firm’s Form ADV Part 2A.
An introductory consultation provides an opportunity to speak directly with the advisor, discuss objectives, and determine whether Wagner Wealth Management is the right fit.
