Retirewise Tax And Wealth Advisors, Inc.
- Regulatory AUM
- $243M
- Discretionary
- $243M
- Clients
- 294
- Avg AUM / client
- $826K
- Accounts
- 979
- Employees
- 10
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 11, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 183 | $66.1M | 27.2% |
| High net worth individuals | 79 | $171M | 70.2% |
| Pension and profit sharing plans | 32 | $6.0M | 2.47% |
| Charitable organizations | 0 | $120K | 0.05% |
People (8)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Jeffry Alan Vogel | Partner / President | Chartered Financial Consultant | Jun 2016 (10y) | 50% – 75% |
| Jonathan Michael Vogel | Partner / Vice President / Chief Compliance Officer | Sep 2016 (10y) | 25% – 50% | |
| Tyler Paul Feist | Registered representative | Apr 2023 (3y) | ||
| Zachary Christopher Hogan | Registered representative | May 2023 (3y) | ||
| Andrew Brent Vogel | Registered representative | Jul 2024 (2y) | ||
| Travis Heath Jantz | Registered representative | Mar 2025 (1y) | ||
| Zebadiah T. Elliott | Registered representative | Aug 2025 (1y) | ||
| Cherie Leigh Proctor | Registered representative | Jun 2026 (0y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/11/2026 | 959 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
- • Educational seminars/workshops
Custody
Reported custodians
- Charles Schwab & Co. $242M (99% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 11, 2026.
View current Form ADV (SEC/IAPD) ↗