RETIREWISE TAX AND WEALTH ADVISORS, INC.

RETIREWISE TAX AND WEALTH ADVISORS, INC. of TOPEKA, KS is an SEC-registered investment adviser (CRD 284394). Regulatory assets under management: $242.8M.

Registration

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth, Charities.

Officers, owners & control persons (5)

NameRoleLocation
Jeffry Alan VogelPARTNER / PRESIDENT
Jonathan Michael VogelPARTNER / VICE PRESIDENT / CHIEF COMPLIANCE OFFICER
VOGEL JEFFREY ALANPARTNER / PRESIDENT
VOGEL ALLAN MICHAELPARTNER / VICE PRESIDENT / CHIEF COMPLIANCE OFFICER
Andrew Brent VogelPARTNER

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