Andrew Aran
Regency Wealth Management · Ramsey, New Jersey
Andrew Aran is a fee-only financial advisor at Regency Wealth Management in Ramsey, New Jersey, who holds the CFA credential. Andrew focuses on retirement planning, estate & legacy planning and sustainable & impact investing. Regency Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Multi-generational families
- Retirees
Facts
| Firm | Regency Wealth Management |
|---|---|
| Based in | Ramsey, New Jersey |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $642.6M across 1,257 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in FL, NJ · CRD 2025715 |
| Exams passed | Series 63 (1990) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.regencywealth.com |
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Questions about Andrew
Is Andrew Aran a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Andrew holds no broker registration, and Regency Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Andrew charge for financial advice?
Andrew's firm, Regency Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Andrew Aran based?
Andrew Aran is based in Ramsey, New Jersey.
What does Andrew specialize in?
Andrew's specialties include retirement planning, estate & legacy planning and sustainable & impact investing. Andrew works with multi-generational families and retirees.
What credentials does Andrew Aran hold?
Andrew Aran holds the CFA credential.
Is Andrew Aran registered with the SEC?
Yes. Andrew Aran is registered as an investment adviser representative in FL and NJ (CRD 2025715), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Regency Wealth Management manage?
Regency Wealth Management reports $642.6M across 1,257 accounts in assets under management.
How do I contact Andrew Aran?
Through Andrew's website, www.regencywealth.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
- Regency Wealth Management 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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