Carmen Laster
Regent Peak Wealth Advisors · Atlanta, Georgia
Carmen Laster is a fee-only financial advisor at Regent Peak Wealth Advisors in Atlanta, Georgia. Carmen focuses on family wealth transfer, divorce financial planning and founders (pre-exit). Regent Peak Wealth Advisors reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Multi-generational families
- Founders
- Executives
- Divorced individuals
Facts
| Firm | Regent Peak Wealth Advisors |
|---|---|
| Based in | Atlanta, Georgia |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $785.9M across 1,611 accounts |
| SEC registration | Investment adviser representative in GA · CRD 4559321 |
| Exams passed | Series 66 (2003) |
| Firm size | 10 employees |
| Disclosures | None reported |
| Website | regentpeakwealth.com |
| Profile |
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Questions about Carmen
Is Carmen Laster a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Carmen holds no broker registration, and Regent Peak Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Carmen charge for financial advice?
Carmen's firm, Regent Peak Wealth Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Carmen Laster based?
Carmen Laster is based in Atlanta, Georgia.
What does Carmen specialize in?
Carmen's specialties include family wealth transfer, divorce financial planning and founders (pre-exit). Carmen works with multi-generational families, founders, executives and divorced individuals.
Is Carmen Laster registered with the SEC?
Yes. Carmen Laster is registered as an investment adviser representative in GA (CRD 4559321), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Regent Peak Wealth Advisors manage?
Regent Peak Wealth Advisors reports $785.9M across 1,611 accounts in assets under management.
How do I contact Carmen Laster?
Through Carmen's website, regentpeakwealth.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
- Regent Peak 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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