RetireWise Tax and Wealth Advisors provides financial planning, portfolio management for individuals and small businesses, selecting other managers, educational seminars, estate planning, insurance, and tax planning. Financial planning was provided to 251–500 clients last fiscal year.
RetireWise Tax and Wealth Advisors reports 294 clients. They include 183 individual clients, 79 high-net-worth individuals, and 32 pension and profit-sharing plans. Of its assets, 100.0% ($243M across 979 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 62% | 27% |
| High-net-worth individuals | 27% | 70% |
| Pension and profit-sharing plans | 11% | 2% |
| Charitable organizations | 0% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 183 | $66.1M | 27.2% | $361K |
| High-net-worth individuals | 79 | $171M | 70.2% | $2.16M |
| Pension and profit-sharing plans | 32 | $6M | 2.5% | $188K |
| Charitable organizations | Fewer than 5 | $120K | 0.0% | — |
| Total | 294 | $243M | 100% | — |
- Clients
- 183
- Regulatory AUM
- $66.1M
- AUM share
- 27.2%
- Avg. per client
- $361K
- Clients
- 79
- Regulatory AUM
- $171M
- AUM share
- 70.2%
- Avg. per client
- $2.16M
- Clients
- 32
- Regulatory AUM
- $6M
- AUM share
- 2.5%
- Avg. per client
- $188K
- Clients
- Fewer than 5
- Regulatory AUM
- $120K
- AUM share
- 0.0%
- Avg. per client
- —
Total
- Clients
- 294
- Regulatory AUM
- $243M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 251–500
RetireWise Tax and Wealth Advisors charges up to 1.50% a year for its Investment Advisory Services. The fee is billed in arrears and is negotiable.
Fee details and sources
Jonathan Vogel owns 50% to 75% of RetireWise Tax and Wealth Advisors. The leadership team of RetireWise Tax and Wealth Advisors includes President Jeffry Vogel and Chief Compliance Officer Jonathan Vogel. It has 10 employees, 7 of them in advisory roles.
Leadership
Jeffry VogelPartner / President
Jonathan VogelPartner / Vice President / Chief Compliance Officer
Andrew VogelPartner
Investment adviser representatives
8 representatives listed in the SEC register as of 9 October 2026.
Staff
- 10 employees
- 7 in advisory functions
- 7 state-registered reps
- 8 insurance agents
- Owns 50% to 75% of Retirewise Tax and Wealth Advisors, Inc.
Jonathan Vogel
Control person · since January 2017
- Owns 25% to 50% of Retirewise Tax and Wealth Advisors, Inc.
Jeffry Vogel
Control person · since June 2016
- Owns 5% to 10% of Retirewise Tax and Wealth Advisors, Inc.
Andrew Vogel
since January 2026
RetireWise Tax and Wealth Advisors’ regulatory assets grew 2.1× from $115M (July 2024) to $243M (March 2026); clients rose from 196 to 294 and employees from 7 to 10.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $243M | 294 | 10 | 2 |
| May 2025 | $170M | 246 | 9 | 1 |
| July 2024 | $115M | 196 | 7 | 1 |
Besides its headquarters, RetireWise Tax and Wealth Advisors has 1 office, with 2 listed addresses in Kansas.
Kansas · 2 listed addresses
- 2820 SW Mission Woods Drive, TopekaHQ
- 227 Blue Earth Place, Manhattan
Other business names
RetireWise Tax and Wealth Advisors has reported 1 other business name to the SEC.
- Retirewise Tax and Wealth Advisors
Contact and registration details
- Legal name
- Retirewise Tax and Wealth Advisors, Inc.
- Headquarters
- 2820 SW Mission Woods Drive, Topeka, KS 66614
- Website
- retirewisepath.com
- Phone
- 785-228-1234
- @retirewise
- SEC file
- 801-129853
- Founded
- 2016
- Structure
- Kansas corporation
- Fiscal year end
- December
RetireWise Tax and Wealth Advisors uses Charles Schwab ($242M) as custodian for its separately managed accounts. RetireWise Tax and Wealth Advisors has custody of $243M in client assets for 295 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $242M100%
At year end, RetireWise Tax and Wealth Advisors’ separately managed accounts were mostly in stocks (85%) and funds (10%).
What the accounts hold
- Stocks85%
- Funds10%
- Bonds2%
- Cash2%
- Other1%
- "other" consists of: 1) pooled investments other than investment company or bdc 2) non-exchange traded equity 3) us government/agency bonds 4) u.s. state and local bonds 5) derivatives1%
How many clients does RetireWise Tax and Wealth Advisors have?
RetireWise Tax and Wealth Advisors has 294 clients and manages $243 million for them, as of March 2026. They include 183 individual clients, 79 high-net-worth individuals, and 32 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 11 March 2026
What services does RetireWise Tax and Wealth Advisors offer?
RetireWise Tax and Wealth Advisors provides financial planning, portfolio management for individuals and small businesses, selecting other managers, educational seminars, estate planning, insurance, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does RetireWise Tax and Wealth Advisors charge?
RetireWise Tax and Wealth Advisors charges up to 1.50% a year for its Investment Advisory Services. The fee is billed in arrears and is negotiable.
Source: FORM ADV PART 2A: FIRM BROCHURE, filed 11 March 2026
Which custodians does RetireWise Tax and Wealth Advisors use?
RetireWise Tax and Wealth Advisors’ separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $242M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 11 March 2026
How many financial advisors does RetireWise Tax and Wealth Advisors have?
RetireWise Tax and Wealth Advisors has 7 investment adviser representatives registered with state securities authorities, out of 10 employees, and 7 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 8 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does RetireWise Tax and Wealth Advisors invest in?
At the end of its last fiscal year, RetireWise Tax and Wealth Advisors’ separately managed accounts held 85% exchange-traded equities, 10% registered funds (mutual funds, ETFs, BDCs), 2% investment grade corporate bonds, 2% cash and equivalents and 1% other. The 1% other category is described as: "Other" Consists of: 1) Pooled Investments Other Than Investment Company Or BDC 2) Non-Exchange Traded Equity 3) US Government/Agency Bonds 4) U.S. State and Local Bonds 5) Derivatives.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns RetireWise Tax and Wealth Advisors?
RetireWise Tax and Wealth Advisors’ direct owners are Jeffry Vogel (25% to 50%), Jonathan Vogel (50% to 75%) and Andrew Vogel (5% to 10%).
Source: Form ADV Part 1A, Schedules A and B, filed 11 March 2026
How does RetireWise Tax and Wealth Advisors get paid?
RetireWise Tax and Wealth Advisors is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact RetireWise Tax and Wealth Advisors?
RetireWise Tax and Wealth Advisors’ main office is at 2820 SW Mission Woods Drive, Topeka, KS 66614. Its phone number is 785-228-1234. Its website is retirewisepath.com.