Gary Vogel is a registered investment advisor at Simplicity Wealth, based in Summit, NJ, with 35 years of industry experience. Gary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 5,619 clients with $3.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Simplicity Wealth's fees are based on a percentage of your assets under management, ranging from 0.10% to 2.00%. The specific fee depends on the services selected by your advisor. The fees cover investment management, research, monitoring, and other operational services. Additional fees may include model manager fees, custodial fees, and transaction fees. Simplicity Wealth also offers proprietary model portfolios.
Location
475 Springfield Ave., Suite #1, Summit, NJ, 07901
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Gary is an independent insurance agent and owner of Vogel Financial Group, selling annuities, life insurance, long-term care, and disability insurance, dedicating about 10-20% of his time to each. He also volunteers for the Greater Waco Chamber of Commerce, is a member of Vogel's Spices, LLC, and a co-trustee for a family trust.
Employment History
Current Registrations
Simplicity Wealth
Previous Registrations
Trinity Portfolio Advisors, LLC
MML Investors Services, INC.
Mony Securities Corporation
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.