Bryan Kabot
Regency Wealth Management · Ramsey, New Jersey
Bryan Kabot is a fee-only financial advisor at Regency Wealth Management in Ramsey, New Jersey, who holds the CFP credential. Bryan 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 | CFP |
| SEC registration | Investment adviser representative in NJ · CRD 4685964 |
| Exams passed | Series 66 (2003) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.regencywealth.com |
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Questions about Bryan
Is Bryan Kabot a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Bryan 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 Bryan charge for financial advice?
Bryan's firm, Regency Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Bryan Kabot based?
Bryan Kabot is based in Ramsey, New Jersey.
What does Bryan specialize in?
Bryan's specialties include retirement planning, estate & legacy planning and sustainable & impact investing. Bryan works with multi-generational families and retirees.
What credentials does Bryan Kabot hold?
Bryan Kabot holds the CFP credential.
Is Bryan Kabot registered with the SEC?
Yes. Bryan Kabot is registered as an investment adviser representative in NJ (CRD 4685964), 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 Bryan Kabot?
Through Bryan'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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