user avatar

Mark Vogel

Advisor at Mark Vogel Wealth Management, LLC

Updated today

Firm

Mark Vogel Wealth Management, LLC

Location

North Caldwell, NJ

Credentials

Series 65

Industry experience

14 years

About

Mark Vogel is the sole advisor at Mark Vogel Wealth Management, LLC, located in North Caldwell, NJ. He holds a Series 65 designation and has 14 years of experience in financial advising. In addition to his work in wealth management since 2003, he has practiced law as a sole proprietor since 1991, dedicating a significant portion of his time to his legal practice. Mark Vogel Wealth Management provides discretionary portfolio management for individuals, trusts, and small-company pension accounts, managing approximately $96 million in assets. The firm employs a concentrated, growth-at-a-reasonable-price strategy focused on a small number of individual stocks and offers performance-based compensation options for qualified clients.

Client services

Based on Mark Vogel Wealth Management, LLC

Portfolio management
Portfolio management for trusts and retirement portfolos

Expertise

Based on Mark Vogel Wealth Management, LLC

Active portfolio management Concentrated stock management

Fee options

Percentage

$0 - $500,000: 1.00% $500,000 - $1,000,000: 0.75% $1,000,000+: 0.50%

Performance-based

6.00% of profits during the calendar or fiscal year with a high-water mark provision

Location

North Caldwell, NJ

Most active in

New Jersey

Work history

Mark Vogel Wealth Management

2003 - Present (23 years)

Mark Vogel, Attorney at Law

1991 - Present (35 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Joe F

CFP®, CFA®

New York, NY

Fortrove Partners

Hi! My name is Joe Forish and I started Fortrove Partners to help technologists deal with challenges of company ownership / equity compensation. From a young age, I learned about maximizing hard work and doing what you do best while working at my father’s auto dealership. I also saw first-hand both the rewards and challenges of running a business. Prior to Fortrove, I honed my expertise investing in public and private equity. I graduated from Pennsylvania State University with a B.S. in Finance and International Business, and from the Harvard Business Analytics Program, with Distinction. In my free time you will find me skiing an evergreen tree-lined run or longboarding when it’s cloudy and glassy. I live in New York City with my wife Linda.

Startup equity planning Exec comp design Business ownership considerations Technology Professional Founder/Business Owner Established Professionals Gen Y/Millennials (Born 1980-1995)

Jori G

Series 7, Series 63, Series 65, Series 24

New York, NY

Guzhuna Asset Management

Jori Guzhuna is a financial strategist and founder of Guzhuna Asset Management, an independent registered investment advisory firm serving a select clientele of entrepreneurs, executives, and multi-generational families. His philosophy is rooted in a disciplined bottom-up approach to wealth management. Every client engagement begins with risk management and asset protection—ensuring the foundation is secure—followed by strategic tax mitigation. From there, planning expands into investment strategy, capital deployment, and long-term legacy design. Operating under a fiduciary standard, Jori provides objective, conflict-free advice with no proprietary products or commission-driven incentives. His work integrates institutional-grade investment access with advanced planning techniques, enabling clients to preserve, grow, and transfer wealth with precision. He is also recognized for implementing sophisticated investment approaches typically reserved for institutional environments. These strategies are designed to enhance efficiency, manage downside exposure, and create more controlled outcomes across varying market conditions—while remaining aligned with each client’s overall risk profile and objectives. Known for discretion and strategic clarity, Jori architects comprehensive financial structures designed to withstand complexity and deliver enduring results across generations.

General tax planning Business sale tax planning Wealth management Active portfolio management Entity structure planning (LLC, S-Corp) Executive Doctor or Medical Professional Founder/Business Owner Real Estate Professional Self-Employed HENRY (High Earners, Not Rich Yet) Established Professionals Approaching retirement
user avatar

Christopher M

Series 63, Series 65

New York, NY

Mittleman Value Partners LLC

Active portfolio management Concentrated stock management Private / alternative investments Cross-border & expatriate issues
user avatar

David G

Series 66

New York, NY

Watchstone Wealth Management LLC

Wealth management Passive / index investing
user avatar

Edward R

Series 63, Series 65

New York City, NY

Foresight Advisors

Passive / index investing
user avatar

Stephen H

Series 63, Series 65

Madison, NJ

Hanley Capital Management, LLC

Passive / index investing
Warmer team member

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")