# Anthony Ogorek

> Anthony Ogorek is a fee-only financial advisor at Ogorek Wealth Management in Williamsville, New York, who holds the CFP credential. Anthony focuses on tax planning, estate & legacy planning and retirement planning. Ogorek Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/anthony-ogorek/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Ogorek Wealth Management
- **Based in:** Williamsville, New York
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $558.9M across 665 accounts
- **Credentials:** CFP
- **Specialties:** Tax planning, Estate & legacy planning, Retirement planning, Physicians & residents, Small business owners
- **Works with:** Retirees, Physicians, Early-career professionals
- **CRD:** 1037206 (https://adviserinfo.sec.gov/individual/summary/1037206)
- **SEC registration:** Investment adviser representative in NY, TX
- **Firm size:** 8 employees
- **Disclosures:** None reported
- **Website:** http://www.ogorek.com/

## Frequently asked questions

### Is Anthony Ogorek a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Anthony holds no broker registration, and Ogorek Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Anthony charge for financial advice?

Anthony's firm, Ogorek Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Anthony Ogorek based?

Anthony Ogorek is based in Williamsville, New York.

### What does Anthony specialize in?

Anthony's specialties include tax planning, estate & legacy planning, retirement planning, physicians & residents and small business owners. Anthony works with retirees, physicians and early-career professionals.

### What credentials does Anthony Ogorek hold?

Anthony Ogorek holds the CFP credential.

### Is Anthony Ogorek registered with the SEC?

Yes. Anthony Ogorek is registered as an investment adviser representative in NY and TX (CRD 1037206), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Ogorek Wealth Management manage?

Ogorek Wealth Management reports $558.9M across 665 accounts in assets under management.

### How do I contact Anthony Ogorek?

Through Anthony's website, www.ogorek.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/1037206): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.ogorek.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.