A complete list of active advisors currently associated with Vogel Wealth Management, LLC

Warmer can help you find a great advisor at Vogel Wealth Management, LLC or one who fits your needs even better.

Vogel Wealth Management, LLC provides investment advisory services to individuals, high‑net‑worth clients, and corporate or business entities, and also serves as a limited‑scope ERISA 3(21) fiduciary for retirement plans. Its services include non‑discretionary asset management, recommendations and ongoing liaison services for third‑party money managers, and retirement plan investment oversight and participant education. The firm operates principally on a non‑discretionary basis — the brochure reports $0 in discretionary assets and $5,332,097 in non‑discretionary assets as of December 31, 2025 — and obtains client approval before executing transactions. Investment work draws on fundamental, technical, charting and cyclical analysis, with quarterly account reviews, monitoring for rebalancing and tax‑loss harvesting opportunities, and ongoing oversight of TPMs the firm refers. VWM’s brochure discloses several features that distinguish it from many peers: it is heavily non‑discretionary, it maintains explicit affiliations with insurance businesses (Vogel Financial Services, LLC and Vogel Group, LLC) with the principal spending approximately 80% of his time on those activities, and it receives referral fees and commissions from third‑party managers and insurance sales. The firm also requires the use of Charles Schwab as custodian and discloses receipt of economic and soft‑dollar benefits from custodians and TPM relationships, items the brochure identifies as potential conflicts of interest.

To learn more about the advisors currently working at Vogel Wealth Management, LLC, 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.