Eric Greschner
Regatta Research & Money Management · Metairie, Louisiana
Eric Greschner is a fee-only financial advisor at Regatta Research & Money Management in Metairie, Louisiana. Regatta Research & Money Management reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Regatta Research & Money Management |
|---|---|
| Based in | Metairie, Louisiana |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $211.5M across 1,371 accounts |
| SEC registration | Investment adviser representative in LA, TX · CRD 2681554 |
| Exams passed | Series 63 (1995) · Series 66 (2000) |
| Firm size | 8 employees |
| Disclosures | Reported; see the SEC record |
| Website | yourfinancialcoaches.com |
| Profile |
How Eric's firm compares
- Regatta Research & Money Management's average account is about $154,000, from its Form ADV (assets managed divided by 1,371 accounts).
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Questions about Eric
Is Eric Greschner a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Eric holds no broker registration, and Regatta Research & Money Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Eric charge for financial advice?
Eric's firm, Regatta Research & Money Management, reports charging a percentage of assets on its SEC Form ADV.
Where is Eric Greschner based?
Eric Greschner is based in Metairie, Louisiana.
Is Eric Greschner registered with the SEC?
Yes. Eric Greschner is registered as an investment adviser representative in LA and TX (CRD 2681554), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Regatta Research & Money Management manage?
Regatta Research & Money Management reports $211.5M across 1,371 accounts in assets under management.
How do I contact Eric Greschner?
Through Eric's website, yourfinancialcoaches.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
- 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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