Oxler Private Wealth
47yrs
Top advisor by experience in Miami Beach
5yrs
Tracee Wagner
Financial advisor at Advocacy Wealth Management
Based in Miami Beach, Florida, Tracee Wagner is a fiduciary financial advisor with 5 years of industry experience. Tracee has been with Advocacy Wealth Management since 2022. Advocacy Wealth Management offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets.
One of 101 advisors with offices in Miami Beach, and one of 91 fiduciaries.
At a glance
Experience5 years (since 2022)
How that compares ?5 years in the industry
OfficeMiami Beach, FL
How the firm is paid ?Percent of assets
Typical client at the firm ?$1.66 million
Advisors at the firm30
States licensed ?1 state
Services through Advocacy Wealth Management
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- 2022 – nowAdvocacy Wealth Management, LLCCurrent firm
Contact Tracee
(404) 836-7146Firm headquarters in Atlanta, GA. Ask for Tracee. Miami Beach, FLOffice · Get directions Firm websiteHTTP://WWW.ADVOCACYWEALTH.COMIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Tracee
Tailored to Tracee’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Tracee
How do I contact Tracee?
Call Advocacy Wealth Management at (404) 836-7146 and ask for Tracee Wagner. Tracee works from the Miami Beach, FL office.
How long has Tracee been a financial advisor?
Tracee has been in the industry since 2022, about 5 years. 5 years in the industry.
What licenses does Tracee hold?
Series 65. Tap any license on this page to see what it allows.
Is Tracee a fiduciary?
Tracee is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Tracee paid?
Advocacy Wealth Management reports being paid by a percentage of the assets they manage. Ask Tracee for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
Diversified Capital
44yrs
Top 1% by experience in Florida
Rose Capital Advisors
43yrs
Top advisor by experience at Rose Capital Advisors
Morgan Stanley
42yrs
Top 2% by experience in Florida
Morgan Stanley
42yrs
Top 3% by experience in Florida
Onedigital
41yrs
Top 2% by experience at Onedigital