Ryan Vogel is a CFP-designated registered investment advisor at Novi Wealth Partners, based in Princeton, NJ, with 19 years of industry experience. Ryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Corporate Executives, Education Planning, Estate Planning, and 5 more. Their firm serves 249 clients with $490M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Novi Wealth charges a percentage of the value of your portfolio to manage your investments. The exact percentage varies between 0.50% and 1.25% depending on the amount they manage. The fees are calculated each quarter based on the value of your investments at the end of the previous quarter. If your investments are managed by independent third-party managers or sub-advisors, you may be charged an additional fee.
Contact
Ryan Vogel
Location
512 Executive Drive, Princeton, NJ, 08540
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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.
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Ryan serves as the treasurer for the board of Trinity Counseling Services, a non-profit organization. This activity requires minimal time and is not compensated.
Employment History
Current Registrations
Novi Wealth Partners
Previous Registrations
Private Wealth Management Group INC
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
Additional Information
Ryan is a CERTIFIED FINANCIAL PLANNER™, Chief Planning Officer, and partner at Novi Wealth Partners. After graduating from Muhlenberg College, with a Bachelor of Arts degree in Business and a minor in History, Ryan chose to work for The Vanguard Group at their headquarters in Malvern, PA. During Ryan’s tenure at Vanguard, he served in several different client facing roles including investment education and High Net Worth client services.