Anthony Ogorek is a CFP-designated registered investment advisor at Ogorek Wealth Management, LLC, based in Williamsville, NY, with 4 years of industry experience. Anthony operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Medical Professionals, and 2 more. Their firm serves 192 clients with $560M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.95% |
| $1.0M - $4.0M | 0.80% |
| $4M+ | 0.65% |
Fees may be negotiable for larger accounts.
Fee Estimator
Contact
Anthony Ogorek
Location
Sheridan Meadows Corporate Park North, 6400 Sheridan Drive, Suite 132, Williamsville, NY, 14221-4842
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Ogorek Wealth Management, LLC
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
Additional Information
Anthony Ogorek, CFP®, Ed D. is Founder and CEO of Ogorek Wealth Management LLC. Tony has been a Certified Financial Planner licensee and Registered Investment Advisor near Buffalo, New York since 1983.