Gary Vogelgesang is a CFP-designated registered investment advisor at Spc, based in West End, NC, with 31 years of industry experience. Gary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 30,916 clients with $6.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum annual advisory fee is 2.50%. Advisors set their own rates for each account up to this maximum limit. A 0.15% program fee is included within the total fee.
Fee Estimator
Location
West End, NC
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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 Activities
Gary operates his financial practice under the name New View Wealth Advisory LLC, dedicating nearly full-time hours to it. He is also a member of the Worthington Estate Planning Council, a networking association, spending minimal time on this activity.
Employment History
Current Registrations
Spc
Previous Registrations
Parkland Securities, LLCBroker
Stratos Wealth Advisors LLC
New View Wealth Advisory LLC
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Mcdonald Investments INC.Broker
Fidelity Brokerage Services, 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.
Exams
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