Wagener-Lee, LLC

Overview

Wagener-Lee, LLC is a small, independent registered investment adviser organized as a limited liability company and owned by an individual. The firm’s stated advisory activity centers on financial planning services rather than discretionary portfolio management or running pooled investment vehicles. Its fee model is non‑AUM based, relying on hourly charges and fixed fees, which aligns with a consulting-oriented practice focused on delivering planning advice and implementation recommendations rather than collecting asset management fees. The firm does not present itself as a capital allocator and is not identified as an active ESG investor, multi‑state adviser, pension consultant, or related adviser. Industry affiliations include relationships with other investment advisers, a law firm, and a real estate broker, suggesting access to legal and property-market expertise or referral channels that can support client planning and transaction work. SEC registration year is not reported.

Assets & Accounts

Investments & Alternatives

Location & Offices