CRD: 284394
Retirewise TAX AND Wealth Advisors, Inc.
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- Custodian
- American Funds · Capital Group · Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 09-20-2016
- Office Locations
- 1
Office Locations
About Retirewise TAX AND Wealth Advisors, Inc.
RetireWise Tax and Wealth Advisors provides holistic retirement planning, combining income, investment, tax, and legacy planning into a structured process (Discover, Design, Build, Live). The firm serves retail clients, including retirees and entrepreneurs, and builds portfolios primarily using mutual funds and ETFs. Custody is supported through Charles Schwab.
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Owner & Executives
JONATHAN MICHAEL VOGEL
Chief Compliance Officer, PARTNER, VICE PRESIDENT
- CRD
- #6163358
- Ownership
- 50% but less than 75%
JEFFRY ALAN VOGEL
PARTNER, President
- CRD
- #1633200
- Ownership
- 25% but less than 50%
Showing 2 of 3 owners & executives
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ZEBADIAH T. ELLIOTT
Financial Advisor, Tax Planning Specialist
- CRD
- #8144326
TYLER PAUL FEIST
Account Manager
- CRD
- #7732689
Showing 2 of 8 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $242,850,000 | $248,059 |
| Non-Discretionary | $0 | -- |
| Total | $242,850,000 | $248,059 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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