# Elizabeth Ratashak-Vogel

> Elizabeth Ratashak-Vogel is a fee-only financial advisor at R&v Personal Finance in Decorah, Iowa, who holds the CFP credential. R&v Personal Finance reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/elizabeth-ratashak-vogel/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** R&v Personal Finance
- **Based in:** Decorah, Iowa
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $8.8M across 16 accounts
- **Credentials:** CFP
- **CRD:** 7092050 (https://adviserinfo.sec.gov/individual/summary/7092050)
- **SEC registration:** Investment adviser representative in CA, IA, TX
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://www.rvpersonalfinance.com

## Frequently asked questions

### Is Elizabeth Ratashak-Vogel a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Elizabeth holds no broker registration, and R&v Personal Finance reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Elizabeth charge for financial advice?

Elizabeth's firm, R&v Personal Finance, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Elizabeth Ratashak-Vogel based?

Elizabeth Ratashak-Vogel is based in Decorah, Iowa.

### What credentials does Elizabeth Ratashak-Vogel hold?

Elizabeth Ratashak-Vogel holds the CFP credential.

### Is Elizabeth Ratashak-Vogel registered with the SEC?

Yes. Elizabeth Ratashak-Vogel is registered as an investment adviser representative in CA, IA and TX (CRD 7092050), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does R&v Personal Finance manage?

R&v Personal Finance reports $8.8M across 16 accounts in assets under management.

### How do I contact Elizabeth Ratashak-Vogel?

Through Elizabeth's website, www.rvpersonalfinance.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7092050): 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

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