Anthony Ogorek
Ogorek Wealth Management · Williamsville, New York
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.
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Specialties
Who they serve
- Retirees
- Physicians
- Early-career professionals
Facts
| Firm | Ogorek Wealth Management |
|---|---|
| Based in | Williamsville, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $558.9M across 665 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NY, TX · CRD 1037206 |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.ogorek.com |
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Questions about Anthony
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Ogorek Wealth Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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