Emily Raymond
Regent Peak Wealth Advisors · Atlanta, Georgia
Emily Raymond is a fee-only financial advisor at Regent Peak Wealth Advisors in Atlanta, Georgia. Emily 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 6478827 |
| Exams passed | Series 66 (2016) |
| Firm size | 10 employees |
| Disclosures | None reported |
| Website | regentpeakwealth.com |
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Questions about Emily
Is Emily Raymond a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Emily 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 Emily charge for financial advice?
Emily's firm, Regent Peak Wealth Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Emily Raymond based?
Emily Raymond is based in Atlanta, Georgia.
What does Emily specialize in?
Emily's specialties include family wealth transfer, divorce financial planning and founders (pre-exit). Emily works with multi-generational families, founders, executives and divorced individuals.
Is Emily Raymond registered with the SEC?
Yes. Emily Raymond is registered as an investment adviser representative in GA (CRD 6478827), 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 Emily Raymond?
Through Emily'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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