RETIREWISE TAX AND WEALTH ADVISORS, INC.

TOPEKA, Kansas·2 registered advisors·CRD# 284394
SEC# 801-1298530785-228-1234
01

Firm Overview

AUM
$115M
Regulatory assets under management
Employees
7
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Charitable organization or education services
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at RETIREWISE TAX AND WEALTH ADVISORS, INC.

2 registered advisors
Jeffry Alan Vogel
TOPEKA, Kansas
Jonathan Michael Vogel
TOPEKA, Kansas
05

Office Locations

TOPEKA, Kansas
2 advisors

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Data sourced from SEC Form ADV filings. RETIREWISE TAX AND WEALTH ADVISORS, INC. (CRD# 284394) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.