DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Michelle Rae Wagner

Core Planningindependent RIAArlington, Va IA-onlyIAPD 6383953
Certified Financial Planner
Feed of 09/15/2026
Also filed as Michelle Montpetit
At current firm
1 y
since Sep 4, 2025
In the industry
12 y
since May 1, 2014 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
3
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
2
dated events on this person
Professional profile
what the firm itself publishes, with the page it was read from
Designations
CFPreportedcorepln.comas printed on the bio page, Sep 16, 2026
Professional profile
corepln.com/michelle-wagnerreportedcorepln.comfirm site, Sep 15, 2026

Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.

Registration history
IAPD current and previous registrations
  • Core Planning independent RIA current
    since Sep 4, 2025 · Ofallon, Mo
  • Ellevest independent RIA
    Nov 6, 2024 to Apr 7, 2025 · Hartford, Ca
  • Facet independent RIA
    May 15, 2019 to Aug 15, 2024 · West Palm Beach, Fl
  • Cassaday & Co Inc former
    May 9, 2017 to Sep 12, 2017 · Mclean, Va
  • Osaic Wealth, Inc. BD affiliated
    Nov 10, 2016 to Apr 26, 2017 · Mclean, Va
Moves
a registration end followed by a registration begin elsewhere
Signals
  • Michelle Rae Wagner left Ellevest for Core Planning (registered 2025-09-04)
    Apr 7, 2025 · Advisor changed firm · fact
  • Michelle Rae Wagner left Facet for Ellevest (registered 2024-11-06)
    Aug 15, 2024 · Advisor changed firm · fact
Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance
Source
IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class
Independent wealth managerderived
Years in industry
12derivedfrom the earliest dated exam, employment or registration
Not published
disclosure flags, outside business text, branch street address