Brian Vogel
Manchester Capital Management · Manchester, Vermont
Brian Vogel is a fee-only financial advisor at Manchester Capital Management in Manchester, Vermont, who holds the CFA credential. Brian focuses on family wealth transfer, estate & legacy planning and tax planning. Manchester Capital Management reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Multi-generational families
- Ultra high net worth
Facts
| Firm | Manchester Capital Management |
|---|---|
| Based in | Manchester, Vermont |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $2.83B across 1,457 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in CA, FL, IL, MA, NY, TX, VA, VT · CRD 5730219 |
| Firm size | 38 employees |
| Disclosures | None reported |
| Website | www.mcmllc.com |
| Profile |
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Questions about Brian
Is Brian Vogel a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Brian holds no broker registration, and Manchester Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Brian charge for financial advice?
Brian's firm, Manchester Capital Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Brian Vogel based?
Brian Vogel is based in Manchester, Vermont.
What does Brian specialize in?
Brian's specialties include family wealth transfer, estate & legacy planning, tax planning and founders (pre-exit). Brian works with multi-generational families and ultra high net worth.
What credentials does Brian Vogel hold?
Brian Vogel holds the CFA credential.
Is Brian Vogel registered with the SEC?
Yes. Brian Vogel is registered as an investment adviser representative in CA, FL, IL, MA, NY, TX, VA and VT (CRD 5730219), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Manchester Capital Management manage?
Manchester Capital Management reports $2.83B across 1,457 accounts in assets under management.
How do I contact Brian Vogel?
Through Brian's website, www.mcmllc.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
- Manchester Capital 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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