Cale Ogi
REA Wealth Management · New Philadelphia, Ohio
Cale Ogi is a fee-only financial advisor at REA Wealth Management in New Philadelphia, Ohio. REA Wealth Management reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | REA Wealth Management |
|---|---|
| Based in | New Philadelphia, Ohio |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $892.3M across 1,818 accounts |
| SEC registration | Investment adviser representative in OH · CRD 7774986 |
| Exams passed | Series 65 (2023) |
| Firm size | 20 employees |
| Disclosures | None reported |
| Website | www.invp.com |
| Profile |
How Cale's firm compares
- REA Wealth Management's average account is about $491,000, from its Form ADV (assets managed divided by 1,818 accounts).
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Questions about Cale
Is Cale Ogi a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Cale holds no broker registration, and REA Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Cale charge for financial advice?
Cale's firm, REA Wealth Management, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Cale Ogi based?
Cale Ogi is based in New Philadelphia, Ohio.
Is Cale Ogi registered with the SEC?
Yes. Cale Ogi is registered as an investment adviser representative in OH (CRD 7774986), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does REA Wealth Management manage?
REA Wealth Management reports $892.3M across 1,818 accounts in assets under management.
How do I contact Cale Ogi?
Through Cale's website, www.invp.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.
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