Allen Regan
Vistica Wealth Advisors · Carlsbad, California
Allen Regan is a fee-only financial advisor at Vistica Wealth Advisors in Carlsbad, California, who holds the CFP credential. Allen charges a percentage of assets, a flat fee or retainer, hourly fees, an ongoing planning fee and a one-time planning fee (ongoing planning from $3,500 a year and one-time plans from $3,500) and focuses on retirement planning, estate & legacy planning and tax planning.
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Specialties
Who they serve
- Founders
- Executives
- Physicians
- Retirees
Facts
| Firm | Vistica Wealth Advisors |
|---|---|
| Based in | Carlsbad, California |
| Fee model | Percentage of assets · Flat fee or retainer · Hourly · Ongoing planning fee · One-time planning fee |
| Fees (firm's website) | Ongoing planning from $3,500 a year · One-time plans from $3,500 · $325 an hour · 0.25%–1% a year of assets managed |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $260.1M across 404 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, MS · CRD 5282338 |
| Exams passed | Series 66 (2009) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.visticawa.com |
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Questions about Allen
Is Allen Regan a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Allen holds no broker registration, and Vistica Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Allen charge for financial advice?
Allen charges a percentage of assets, a flat fee or retainer, hourly fees, an ongoing planning fee and a one-time planning fee.
How much does Allen charge?
According to Vistica Wealth Advisors's website, checked October 30, 2026: ongoing planning from $3,500 a year; one-time plans from $3,500; $325 an hour; 0.25%–1% a year of assets managed.
Does Allen work with clients virtually?
Yes. Vistica Wealth Advisors says on its website that it works with clients remotely.
Where is Allen Regan based?
Allen Regan is based in Carlsbad, California.
What does Allen specialize in?
Allen's specialties include retirement planning, estate & legacy planning, tax planning, physicians & residents, small business owners and family wealth transfer. Allen works with founders, executives, physicians and retirees.
What credentials does Allen Regan hold?
Allen Regan holds the CFP credential.
Is Allen Regan registered with the SEC?
Yes. Allen Regan is registered as an investment adviser representative in CA and MS (CRD 5282338), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Vistica Wealth Advisors manage?
Vistica Wealth Advisors reports $260.1M across 404 accounts in assets under management.
How do I contact Allen Regan?
Through Allen's website, www.visticawa.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
- Vistica Wealth Advisors 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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