Bodi Nageli
Vantage Point Management · North Ogden, Utah
Bodi Nageli is a fee-only financial advisor at Vantage Point Management in North Ogden, Utah. Vantage Point Management reports charging a percentage of assets and hourly fees on its Form ADV.
Request an introduction to Bodi →
Facts
| Firm | Vantage Point Management |
|---|---|
| Based in | North Ogden, Utah |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $33.4M across 89 accounts |
| SEC registration | Investment adviser representative in UT · CRD 8231335 |
| Exams passed | Series 65 (2025) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.vpmria.com |
How Bodi's firm compares
- Vantage Point Management's average account is about $375,000, from its Form ADV (assets managed divided by 89 accounts).
Request an introduction to Bodi
Tell Bodi a little about what you're looking for. Bodi isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Bodi
Is Bodi Nageli a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Bodi holds no broker registration, and Vantage Point Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Bodi charge for financial advice?
Bodi's firm, Vantage Point Management, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Bodi Nageli based?
Bodi Nageli is based in North Ogden, Utah.
Is Bodi Nageli registered with the SEC?
Yes. Bodi Nageli is registered as an investment adviser representative in UT (CRD 8231335), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Vantage Point Management manage?
Vantage Point Management reports $33.4M across 89 accounts in assets under management.
How do I contact Bodi Nageli?
Through Bodi's website, www.vpmria.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
- 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.
See something wrong? Request a correction. Read our methodology.