Vogel Consulting, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Vogel Consulting, LLC is a fee-only advisory firm that provides personalized financial planning, investment advisement, and integrated tax preparation to individuals, individual retirement accounts, trusts, estates, charitable organizations and small businesses. The firm states it does not accept commissions or sell financial products, and it delivers advice through financial planning agreements, advisory service engagements and hourly or per-diem arrangements.
Vogel reports advising approximately $1.597 billion for roughly 19 clients and provides advice almost entirely on a non‑discretionary basis, with clients retaining custody and approving trades rather than granting discretionary trading authority. The firm’s investment approach emphasizes strategic asset allocation using a core-and-satellite model and the selection of external managers, and client portfolios may include alternative investments and hedge funds managed by third parties.
Noteworthy distinctions in the brochure include Vogel’s affiliation with a related accounting firm (Vogel Consulting Group, S.C.) and the presence of CPAs on staff, with tax preparation sometimes performed as part of advisory engagements and limited custodial authority used only for pre‑approved transfers or trustee relationships. The firm’s combination of a very small client roster with unusually large assets under advisement, its policy of not voting proxies (clients vote their own), and disclosed arbitration matters connected to third‑party hedge fund frauds (some settled, one arbitrated with no wrongdoing found) are further features that set it apart from many peers.
Client services
Expertise
Fee options
$0 - $5,000,000: 1.00% $5,000,001 - $10,000,000: 0.75% $10,000,001 - $25,000,000: 0.55% $25,000,001 - $40,000,000: 0.40% $40,000,001 - $50,000,000: 0.35%
Admin: $140 - $160; Analysts: $235 - $275; Senior Analysts: $315 - $375; Managers: $365 - $425; Director with 20+ years experience: $440 - $520; President: $465 - $545; fees negotiable; may increase for clients outside Wisconsin.
Fee-only: Hourly rates ranging from $140 to $545 depending on staff expertise level; fees are negotiable.
Main office
3415 Gateway Road
Brookfield WI 53045
Advisors at this office
3
Most active in
Florida · Illinois · Texas · Wisconsin
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Rhona V
Series 65
Brookfield, WI
Vogel Consulting, LLC
Rhona Vogel is a financial advisor at Vogel Consulting, LLC with 23 years of industry experience. She holds a Series 65 credential and has been involved in her family’s CPA firm, Vogel Consulting Group, S.C., serving as its president since 1993. Vogel Consulting, LLC is a fee-only advisory firm serving individuals, trusts, estates, charitable organizations, and small businesses. The firm emphasizes strategic asset allocation using a core-and-satellite investment model and provides integrated financial planning, investment advice, and tax preparation.
Thomas S
Series 65
Brookfield, WI
Vogel Consulting, LLC
Thomas Scholz is a Series 65-licensed advisor at Entasis Asset Management LLC with experience dating from 2025. Prior to joining Entasis, he worked at Vogel Consulting LLC and spent nine years at Concordia University Wisconsin as a professor. Outside of his advisory role, Mr. Scholz owns and operates Scholz Financial Advisory, a financial coaching business. Entasis Asset Management provides investment advisory and planning services to individuals, institutions, and retirement plan sponsors. The firm employs a Core/Completion investment philosophy supported by in-house research and quantitative manager evaluation, offering discretionary management alongside technology-enabled strategies and a range of financial planning and coaching services.
Shannon Z
Brookfield, WI
Vogel Consulting, LLC
Shannon Zur is a financial advisor with Vogel Consulting, LLC in Brookfield, WI, holding 23 years of industry experience. She has been with Vogel Consulting since 2002. Vogel Consulting, LLC is a fee-only advisory firm serving individuals, trusts, estates, charitable organizations, and small businesses. The firm provides personalized financial planning, investment advice, and integrated tax preparation, focusing on strategic asset allocation and the selection of external managers for client portfolios.
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