Vogel Consulting, LLC

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
5
Advisory reps
3

Firm details

Headquarters
Brookfield, Wisconsin
CRD number
114661
Fee structure
Hourly Charges, Other
Services
Financial PlanningSelection of Other Advisers

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Rhona Vogel

    Rhona Vogel

    Founder & CEOCRD 4436910

Contacts

2 of 2
  • Thomas Scholz

    Thomas Scholz

    Investment ManagerCRD 2654174

  • Shannon Zur

    Shannon Zur

    Family Office DirectorCRD 4625360

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth