Gregory Vogel
O'Keefe Stevens Advisory · Rochester, New York
Gregory Vogel is a fee-only financial advisor at O'Keefe Stevens Advisory in Rochester, New York. Gregory charges a percentage of assets and a one-time planning fee (one-time plans from $750 and 1% a year on the first tier of assets managed) and focuses on retirement planning, founders (pre-exit) and estate & legacy planning.
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Specialties
Who they serve
- Founders
- Pre-retirees
- Retirees
Facts
| Firm | O'Keefe Stevens Advisory |
|---|---|
| Based in | Rochester, New York |
| Fee model | Percentage of assets · One-time planning fee |
| Fees (firm's website) | One-time plans from $750 · 1% a year on the first tier of assets managed |
| Accepting new clients | Yes |
| Assets under management | $585.6M across 943 accounts |
| SEC registration | Investment adviser representative in NY · CRD 8345511 |
| Exams passed | Series 65 (2026) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | www.okeefestevens.com |
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Questions about Gregory
Is Gregory Vogel a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Gregory holds no broker registration, and O'Keefe Stevens Advisory reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Gregory charge for financial advice?
Gregory charges a percentage of assets and a one-time planning fee.
How much does Gregory charge?
According to O'Keefe Stevens Advisory's website, checked October 30, 2026: one-time plans from $750; 1% a year on the first tier of assets managed.
Where is Gregory Vogel based?
Gregory Vogel is based in Rochester, New York.
What does Gregory specialize in?
Gregory's specialties include retirement planning, founders (pre-exit), estate & legacy planning and tax planning. Gregory works with founders, pre-retirees and retirees.
Is Gregory Vogel registered with the SEC?
Yes. Gregory Vogel is registered as an investment adviser representative in NY (CRD 8345511), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does O'Keefe Stevens Advisory manage?
O'Keefe Stevens Advisory reports $585.6M across 943 accounts in assets under management.
How do I contact Gregory Vogel?
Through Gregory's website, www.okeefestevens.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
- O'Keefe Stevens Advisory 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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