Jonathan Vogel
Jonathan Vogel is a registered investment advisor at Retirewise Tax and Wealth Advisors, INC., based in Topeka, KS, with 12 years of industry experience. Jonathan 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
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
Jonathan is the Vice President, Owner, and an Insurance Professional at CFG, Inc., an insurance product brokerage business, since 2013. He dedicates about a quarter of his time to researching and communicating insurance products to clients.
Employment History
Current Registrations
Retirewise Tax and Wealth Advisors, INC.
Previous Registrations
Ae Wealth Management, LLC
The O.N. Equity Sales CompanyBroker
On Investment Management CO
On Investment Management CO
The O.N. Equity Sales CompanyBroker
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.