About Wagner Wealth Management.
An independent, Texas registered investment adviser. A boutique practice in which each client works directly with the adviser managing the portfolio, ensuring clarity, accountability, and a strategy built around the individual.
Independent wealth management, delivered directly.
Wagner Wealth Management, PLLC is an independent, Texas based registered investment adviser established in 2025. It was founded on the belief that significant wealth benefits from direct adviser involvement and personalized attention. The firm operates as a boutique, single-advisor practice. Each client works with the adviser responsible for the portfolio, and every strategy is shaped around that client's situation, objectives, and tolerance for risk.
Meet your advisor.
Blake Wagner founded Wagner Wealth Management with a simple conviction: wealth management is most effective when advice remains personal, communication remains direct, and responsibility remains clear.
As an independent adviser, he works closely with a deliberately limited number of clients, allowing each relationship to receive the attention and continuity it deserves. Every portfolio is managed with a long-term perspective and shaped around the client's objectives, circumstances, and tolerance for risk.
His work focuses on helping professionals, business owners, and high-net-worth individuals navigate complex financial decisions with discipline, clarity, and thoughtful stewardship of capital.
A brief introduction, in his own words.
In about 2 minutes, Blake Wagner shares why he founded the firm, how he works with clients, and what to expect from an introductory conversation.
Personal advice. Direct accountability.
How Wagner Wealth Management operates.
As a single-advisor firm, every portfolio decision, review, and adjustment is made by the adviser responsible for the account, which keeps judgment consistent and communication direct.
Wagner Wealth Management is intentionally structured as a boutique advisory practice. By maintaining a limited number of client relationships, the firm seeks to provide direct communication, personalized service, and ongoing attention to each client's circumstances.
Client assets are held with an independent qualified custodian, such as Charles Schwab. The firm is responsible for investment strategy and portfolio management, while the custodian provides asset safekeeping and account administration. The result is a relationship built on transparency, with independent oversight and direct visibility into every account.
The firm operates as a fiduciary, with a legal obligation to place the client's interests first.
The firm accepts no commissions and no product-based compensation. While all advisory relationships involve potential conflicts of interest, the firm's compensation structure is designed to reduce certain conflicts commonly associated with commission-based arrangements. Additional information regarding conflicts of interest is available in the firm's Form ADV Part 2A.
Discipline before activity. Judgment before scale.
Portfolio management follows a disciplined, long-term approach aligned with each client's objectives, time horizon, and tolerance for risk. Strategy is tailored to the client's circumstances and adjusted as those circumstances change, with continuous monitoring throughout.
Who we serve.
The firm works with professionals, business owners, and high net worth individuals who seek a disciplined, long-term approach to managing wealth and who would rather entrust it to an adviser they know than carry the responsibility themselves. Each relationship begins with a thorough understanding of the client's objectives, time horizon, and tolerance for risk, and is conducted with direct access to the adviser managing the portfolio. It is best suited to those who value genuine personalization over a standardized product, and transparency over opacity.
Aligned, transparent compensation.
The firm is generally compensated as a percentage of assets under management. As a result, the firm's compensation varies with the value of client assets under management. Certain qualified clients may also be charged a performance-based fee where permitted by applicable law. Financial planning is typically billed hourly, and subscription services carry a monthly fee. The firm receives no commissions and no compensation from the sale of investment products. Full details are available in the firm's Form ADV Part 2A.
Thoughtful wealth management starts with the right perspective.
An introductory consultation is an opportunity to speak directly with the adviser, discuss your objectives, and determine whether Wagner Wealth Management is the right fit.