user avatar

Cale Ogi

Advisor at Rea Wealth Management — New Philadelphia, OH

Updated today

Credentials

Series 65

Experience

3 years

Location

New Philadelphia, OH 44663

Rea Wealth Management logo

Rea Wealth Management

Team

Total advisors

11

Across 2 offices

Clients per advisor

81 High

Avg AUM per client

$932,578 Typical

HNW client ratio

21% Low

About

Cale Ogi is a financial advisor at Rea Wealth Management with three years of industry experience. He holds a Series 65 designation and has worked with firms including Commonwealth Financial Network and Whitcomb & Hess. Rea Wealth Management provides investment advisory and financial planning services to individual and high-net-worth clients, pension and profit-sharing plans, trusts, estates, and business entities. The firm manages nearly $900 million in assets for close to 900 clients and employs individualized asset allocation strategies through a mix of custom holdings and model portfolios.

Client services

Based on Rea Wealth Management

Financial planning Portfolio management

Expertise

Based on Rea Wealth Management

Retirement income strategy General retirement planning Equity compensation tax strategy

Occupation focus

Based on Rea Wealth Management

Executive Founder/Business Owner Retired Self-Employed

Not sure if this advisor is right for you?

Answer a few questions to see advisors matched to you.

Fee options

Percentage

$0+: Up to 1.50% annually maximum advisory fee (negotiable) First $250,000 - $250,000: 0.25% or $35 minimum program fee (PPS Select) Next $250,000 - $500,000: 0.20% program fee (PPS Select) Next $500,000 - $1,000,000: 0.15% program fee (PPS Select) Above $1,000,000+: 0.10% program fee (PPS Select)

Project-based

$250 per hour for planning services (negotiable)

Location

See office

New Philadelphia, OH

419 W High Ave

New Philadelphia OH 44663

Advisors at this office

10

Most active in

Ohio

Work history

3 years of industry experience

Commonwealth Financial Network

2025 - Present • 1 year

Waltham, MA

Investment Partners d/b/a Rea Wealth Management

2025 - Present • 1 year

New Philadelphia, OH

Rea Wealth Management

2023 - 2025 • 2 years

New Philadelphia, OH

Commonwealth Financial Network

2023 - 2025 • 2 years

Waltham, MA

Whitcomb & Hess

2022 - 2023 • 1 year

Ashland, OH

Fedex

2020 - 2020 • 1 year

Ashland, OH

Buckeye Lawns

2017 - 2022 • 5 years

Millersburg, OH

West Holmes High School

2015 - 2019 • 4 years

Millersburg, OH

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Lewis H

Series 65

Dover, OH

Hindman Financial, LLC

Lewis Hindman Jr. is a financial advisor at Hindman Financial, LLC with over one year of industry experience. He holds a Series 65 license and has been a public high school teacher in Dover, Ohio since 2006. In addition to his advisory role, he provides tax preparation services. Hindman Financial offers financial planning, individual-topic consulting, and public seminars focused on basic investing, budgeting, and debt reduction. The firm delivers fee-based written plans and educational sessions without managing client investment accounts or charging asset-based fees.

General retirement planning Income planning General tax planning General estate planning guidance Cash flow / budgeting
user avatar

Douglas F

CFP®, CFA®, Series 66

New Philadelphia, OH

Rea Wealth Management

Douglas Feller is a CFP® and CFA® with 23 years of industry experience. He has been with Rea Wealth Management and Commonwealth Financial Network since 2002. Outside of his advisory role, he is a co-owner of Rea Real Estate, Ltd., which manages commercial real estate in Ohio. Rea Wealth Management is a multi-advisor firm managing approximately $892 million for around 890 clients. The firm provides customized and model-based portfolio management, financial planning, and mutual fund asset-allocation services through a team of 11 advisors.

Retirement income strategy General retirement planning Equity compensation tax strategy Executive Founder/Business Owner Retired Self-Employed
user avatar

Thomas S

Series 66

New Philadelphia, OH

Rea Wealth Management

Thomas Schrock is a financial advisor at Rea Wealth Management with 18 years of industry experience. He holds a Series 66 credential and has been with Rea Wealth Management and Commonwealth Financial Network since 2019. Prior to that, he worked at MAI Capital Management, LLC from 2014 to 2018. Rea Wealth Management is a multi-advisor firm managing approximately $892 million for around 890 clients. The firm offers asset management, financial planning, and mutual fund asset-allocation services, utilizing both customized portfolios and model-based allocations across equity and fixed-income strategies.

Retirement income strategy General retirement planning Equity compensation tax strategy Executive Founder/Business Owner Retired Self-Employed
user avatar

Douglas B

Series 63, Series 65

New Philadelphia, OH

Rea Wealth Management

Douglas Bambeck is a financial advisor at Rea Wealth Management with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Rea Wealth Management and Commonwealth Financial Network since 1998. He serves on the board of FFD Financial Corp, a publicly traded holding company for First Federal Community Bank. Rea Wealth Management serves individual and high-net-worth clients, as well as pension plans, trusts, estates, and business entities, providing investment advisory and financial planning services. The firm employs customized asset allocation strategies across multiple asset types and offers both discretionary and non-discretionary management through proprietary and third-party model programs.

Retirement income strategy General retirement planning Equity compensation tax strategy Executive Founder/Business Owner Retired Self-Employed
user avatar

Matthew A

Series 63, Series 66

New Philadelphia, OH

Rea Wealth Management

Matthew Andreas is a financial advisor with Rea Wealth Management, holding Series 63 and Series 66 credentials and bringing 27 years of industry experience. He has worked at Rea Wealth Management and Commonwealth Financial Network since 2017. Outside of advising, he co-owned a floral and event design business from 2016 to 2020. Rea Wealth Management serves individual and high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, and business entities. The firm offers personalized asset management and financial planning services, utilizing a range of investment strategies and programs through an 11-advisor team.

Retirement income strategy General retirement planning Equity compensation tax strategy Executive Founder/Business Owner Retired Self-Employed
user avatar

Matthew C

CFP®, ChFC®, Series 63, Series 65

New Philadelphia, OH

Rea Wealth Management

Matthew Campbell is a CFP® and ChFC® with 25 years of industry experience. He has worked at Rea Wealth Management and CommonWealth Financial Network since 2000. Outside of his advisory role, he is co-owner of Rea Real Estate, Ltd., a commercial real estate management entity in Ohio. Rea Wealth Management is an SEC-registered, multi-advisor firm serving approximately 890 clients with around $892 million in assets under management. The firm offers tailored financial planning and asset management services, utilizing a mix of equity and fixed-income strategies along with mutual fund asset-allocation models to align portfolios with clients’ goals and risk tolerance.

Retirement income strategy General retirement planning Equity compensation tax strategy Executive Founder/Business Owner Retired Self-Employed
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)