Vogel Consulting, LLC
Firm details
- Headquarters
- Brookfield, Wisconsin
- CRD number
- 114661
- Website
- vogelcg.com
- Fee structure
- Hourly Charges, Other
- Services
- Financial PlanningSelection of Other Advisers
Firm profile
FINTRXOverview
Vogel Consulting, LLC is an independent, individual-owned limited liability company that operates as a registered investment advisor with an accounting background. The firm’s reported activities emphasize financial planning and the selection of third-party advisers rather than large-scale discretionary asset management. Its fee model includes hourly charges and other non-AUM arrangements, which aligns with a client engagement style centered on planning and consultant-type work. The firm is flagged as a capital allocator, indicating it places client assets with external managers, but it is not identified as an active ESG investor and does not appear to operate across multiple states. Vogel Consulting is not listed as a pension consultant or related adviser to another firm in the available data.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
Rhona Vogel
Founder & CEOCRD 4436910
Contacts
2 of 2
Thomas Scholz
Investment ManagerCRD 2654174

Shannon Zur
Family Office DirectorCRD 4625360
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Brookfield, WI
Waukesha
Location
Brookfield, WI
Headquartered in Brookfield, WI, anchoring the Milwaukee-Racine-Waukesha, WI metro in the Midwest.
- Metro area
- Milwaukee-Racine-Waukesha, WI
- Region
- Midwest
- County
- Waukesha
- Address
- 3415 Gateway Rd
- Time zone
- CT (UTC-6)
- Office locations
Similar firms
Brook Capital
RIABrookfield, WI
Bultman Investment Management, Inc.
RIABrookfield, WI
Review Services Inc
RIABrookfield, WI
Financial Strategies, Inc.
RIABrookfield, WI
Envision Financial LLC
RIABrookfield, WI
Francis LLC
RIABrookfield, WI