A complete list of active advisors currently associated with Fogel Investment Advisory Group, Inc.

Warmer can help you find a great advisor at Fogel Investment Advisory Group, Inc. or one who fits your needs even better.

Fogel Investment Advisory Group, Inc. is a small registered advisory firm managing about $53.9 million for roughly 80 clients, serving individuals (including high‑net‑worth clients) and employer‑sponsored retirement plans. The firm provides investment management, retirement income planning, and retirement plan consulting, with participant enrollment, education and financial planning services for plan participants. The firm constructs portfolios through a collaborative process that reviews long‑term historical allocations (including data back to 1926) and emphasizes diversification across domestic and international equities, fixed income, and a mix of individual stocks, mutual funds and ETFs. Fogel offers both discretionary and non‑discretionary accounts but operates predominantly on a non‑discretionary basis—approximately $42.4 million non‑discretionary versus $11.5 million discretionary—so clients are typically contacted for trade approvals and ongoing decisions. Notable distinctions include the unusually large share of assets managed non‑discretionarily and the firm’s explicit provision of participant education and seminars as part of retirement‑plan consulting. The brochure also discloses an affiliation as a licensed North Carolina life and health insurance agent and a routine recommendation of Fidelity as custodian, with related technology and operational support through Fidelity’s RIA program.

To learn more about the advisors currently working at Fogel Investment Advisory Group, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.