DW
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
5 advisors
Number of Clients
761 clients
Average Client Portfolio
$739K average
Assets Under Management
$562.7M
Fee Structure
Minimum Investment:$250K
Financial Planning:Included in AUM fee
Hourly Rate:$500/hr
Fees are individually negotiated with each client and range up to an annual rate of no more than 2.5% of assets under management. General consulting services are billed at an hourly rate of $500.
Areas of Practice
Financial Planning & CoachingInvestment ManagementRetirement Planning
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Advisor Information
Office location
301 South Mcduffie St., Anderson, SC, 29624
Get directionsRegulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
September 2023Settled
Customer Dispute
August 2023Settled
Other Business ActivitiesSells Insurance
Dan is a sole proprietor of Wagner Wealth Management, LLC and President/Owner of Wealth Management Advisors, LLC and DEW Holdings LLC, all investment-related. Dan also sells life insurance, dedicating a few hours per week to this activity.
Employment History
Current Registrations
Arkadios CapitalBroker
April 2021 - Present · 4 yrs 9 mos
Wealth Management Advisors, LLC
May 2014 - Present · 11 yrs 8 mos
Previous Registrations
Triad Advisors LLCBroker
May 2014 - April 2021 · 6 yrs 11 mos
The Investment Center, INC.Broker
January 2007 - May 2014 · 7 yrs 4 mos
Ic Advisory Services, INC.
January 2007 - May 2014 · 7 yrs 4 mos
Uvest Financial Services Group, INC.
January 2005 - January 2007 · 2 yrs
Uvest Financial Services Group, INC.Broker
May 1997 - January 2007 · 9 yrs 8 mos
State Registrations5 states
FLGANCNJSC
AdvisorBrokerBoth
Exams
No exam information available for this advisor.