Vogel Consulting, LLC

Vogel Consulting, LLC is a fee-only advisory firm that provides personalized financial planning, investment advisement, and integrated tax preparation to individuals, individual retirement accounts, trusts, estates, charitable organizations and small businesses. The firm states it does not accept commissions or sell financial products, and it delivers advice through financial planning agreements, advisory service engagements and hourly or per-diem arrangements.

Vogel reports advising approximately $1.597 billion for roughly 19 clients and provides advice almost entirely on a non‑discretionary basis, with clients retaining custody and approving trades rather than granting discretionary trading authority. The firm’s investment approach emphasizes strategic asset allocation using a core-and-satellite model and the selection of external managers, and client portfolios may include alternative investments and hedge funds managed by third parties.

Noteworthy distinctions in the brochure include Vogel’s affiliation with a related accounting firm (Vogel Consulting Group, S.C.) and the presence of CPAs on staff, with tax preparation sometimes performed as part of advisory engagements and limited custodial authority used only for pre‑approved transfers or trustee relationships. The firm’s combination of a very small client roster with unusually large assets under advisement, its policy of not voting proxies (clients vote their own), and disclosed arbitration matters connected to third‑party hedge fund frauds (some settled, one arbitrated with no wrongdoing found) are further features that set it apart from many peers.