Emily Hoskins Vogele
Investment Adviser Representative at Truepoint, Inc.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Emily Hoskins Vogele is an investment adviser representative with Truepoint, Inc. in Cincinnati, OH, where they have been registered since 2025. They have worked in the securities industry since 2024 and were previously registered with Bessemer Investor Services, Inc. They have passed 3 industry qualification exams, including the Series 7 (general securities representative) and Series 63 (state securities agent). They are registered to provide investment advice in Ohio.
Office
Advisors at this office: 38
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Ohio
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Fifth Third BankJun 2018 – Jun 2020Cincinnati, OH
- University of DaytonJun 2014 – Jun 2018Dayton, OH
- Fifth Third BANKJun 2020 – Mar 2021Cincinnati, OH
- Bessemer TrustJan 2024 – Jul 2025Palm Beach, FL
- Bessemer TrustMar 2021 – Dec 2023Palm Beach, FL
- Truepoint, Inc.Jul 2025 – no end date reportedCincinnati, OH
Official records & sources
Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Truepoint, Inc.
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
- Firm account minimum
- $3,000,000 (waivable)
- First $3,000,0001.00%
- Next $2,000,0000.75%
- Next $5,000,0000.60%
- Above $10,000,0000.45%
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Wealth management, evidence-based investment strategy, tax planning and preparation, estate planning strategy, and values-based life financial planning. Also offers a separate subscription-based service (Commas) with no account minimum for those seeking accessible financial guidance.
Client types the firm serves
Firm assets under management
$5B–$25B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 40
- Offices listed on AdvisorFinder:
- 2
- Main office:
- Cincinnati, OH
- Founded:
- 1990
- SEC file number:
- 801-25433
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of August 31, 2026
View full firm profileOther advisors at Truepoint, Inc.
Showing 12 of 40 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Emily Hoskins Vogele has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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