Troy
Vogt
Market Street Wealth Management
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About this Advisor
Troy Vogt is a certified financial planner based out of West Chester, Pennsylvania who has 12 years of industry experience. Vogt is on the advisory team at Market Street Wealth Management. Over the course of their career, they have held roles at Market Street Tax And Insurance Services, Market Street Wealth Management, LLC and Usa Financial Securities, Inc. Vogt holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to work in Pennsylvania. Market Street Wealth Management is a company based out of West Chester, PA. The firm has offices in three locations and a total of 16 people on staff. It oversees $481 million in assets under management among its 2,271 customer accounts, making it one of the larger investment advisory firms in the nation by assets under management. Of its 2,271 client accounts, just 11% belong to high-net-worth individuals who have greater than $1 million in investable assets. The company offers a broad set of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Financial management fee schedules typically are based on which service is provided. However, fees charged by Market Street Wealth Management most likely consist of any blend of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Market Street Wealth Management Brokerage Details
$481,260,821
16
2,271
$211,916
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Troy Vogt Work History
Troy has been registered as a financial advisor for 12 years.*
Market Street Wealth Management, LLC
Market Street Tax And Insurance Services
Usa Financial Securities, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Troy Vogt to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Market Street Wealth Management
Morehead City, NC
West Chester, PA
West Chester, PA
West Chester, PA
West Chester, PA
West Chester, PA
West Chester, PA
West Chester, PA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.