Retirewise Tax And Wealth Advisors, Inc.
Retirewise Tax And Wealth Advisors, Inc. (CRD# 284394) is a financial advisory firm headquartered in Topeka, KS. They manage $115,269,124 in 540 accounts and serve the financial needs of clients across 2 states (or territories).
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Total Assets Under Management115MILLION
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Total Number of Accounts540ACCOUNTS
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Average Account Value$213,461
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
KS, TX
Jeffry Vogel (CRD# 1633200) is an Investment Advisor Representative working at Retirewise Tax And Wealth Advisors, Inc. in Topeka, KS and has over 37 years of experience in the finance industry.
Jonathan Vogel (CRD# 6163358) is an Investment Advisor Representative working at Retirewise Tax And Wealth Advisors, Inc. in Topeka, KS and has over 11 years of experience in the finance industry.
Tyler Feist (CRD# 7732689) is an Investment Advisor Representative working at Retirewise Tax And Wealth Advisors, Inc. in Topeka, KS and has 1 year of experience in the finance industry.