Jeffry Vogel
Jeffry Vogel is a ChFC-designated registered investment advisor at Retirewise Tax and Wealth Advisors, INC., based in Topeka, KS, with 39 years of industry experience. Jeffry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 246 clients with $170M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
RetireWise Tax and Wealth Advisors charges a percentage of your portfolio annually, not to exceed 1.5%. The exact fee varies based on your individual circumstances and the services you receive, such as CPA services, estate and trust document preparation, time spent with an attorney, the complexity of your financial situation, and whether you've purchased insurance products from RetireWise. This fee includes compensation for any third-party asset managers or sub-advisers working with RetireWise. Fees are deducted monthly from your account.
Location
2820 SW Mission Woods Drive, Topeka, KS, 66614
Get directionsHistory
Regulatory History (2)
Customer Dispute
July 2024Customer Dispute
May 2023Other Business ActivitiesSells Insurance
Jeffry owns and manages Vogel Properties, leasing office space to CFG, Inc., dedicating minimal time. He is also the President/Owner/Insurance Professional at CFG, Inc., an insurance product brokerage, spending a few hours per week researching, communicating, and servicing clients' insurance products.
Employment History
Current Registrations
Retirewise Tax and Wealth Advisors, INC.
Previous Registrations
Ae Wealth Management, LLC
On Investment Management CO
Capital Portfolio Management L.L.C.
The O.N. Equity Sales CompanyBroker
Securian Financial Services, INC.Broker
Nylife Securities INC.Broker
State Registrations1 state
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.