Elizabeth Ratashak-Vogel
R&v Personal Finance · Decorah, Iowa
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.
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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 | $8.8M across 16 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, IA, TX · CRD 7092050 |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.rvpersonalfinance.com |
How Elizabeth's firm compares
- R&v Personal Finance's average account is about $550,000, from its Form ADV (assets managed divided by 16 accounts).
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Questions about Elizabeth
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.
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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