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).

Current Firm Details
2820 Sw Mission Woods Drive, Topeka, KS 66614
https://www.linkedin.com/company/retirewise/
By the Numbers
  • Total Assets Under Management
    115
    MILLION
  • Total Number of Accounts
    540
    ACCOUNTS
  • Average Account Value
    $213,461
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

KS, TX

Financial Advisors at Retirewise Tax And Wealth Advisors, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Jeffry Vogel, financial advisor Topeka KS
Jeffry A. Vogel
CRD#: 1633200
2820 Sw Mission Woods Drive, Topeka, KS 66614

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.

2
Jonathan Vogel, financial advisor Topeka KS
Jonathan M. Vogel
CRD#: 6163358
2820 Sw Mission Woods Drive, Topeka, KS 66614

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.

3
Tyler Feist, financial advisor Topeka KS
Tyler P. Feist
CRD#: 7732689
2820 Sw Mission Woods Drive, Topeka, KS 66614

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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