# Joel Regier

> Joel Regier is a fee-only financial advisor at Bondurant Investment Advisory in Evanston, Illinois. Joel focuses on estate & legacy planning, tax planning and family wealth transfer. Bondurant Investment Advisory reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/joel-regier/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Bondurant Investment Advisory
- **Based in:** Evanston, Illinois
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $111.1M across 137 accounts
- **Specialties:** Estate & legacy planning, Tax planning, Family wealth transfer
- **Works with:** Multi-generational families
- **CRD:** 7292974 (https://adviserinfo.sec.gov/individual/summary/7292974)
- **SEC registration:** Investment adviser representative in IL
- **Exams passed:** Series 65 (2020)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** https://www.sbondinvest.com

## Frequently asked questions

### Is Joel Regier a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Joel holds no broker registration, and Bondurant Investment Advisory reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Joel charge for financial advice?

Joel's firm, Bondurant Investment Advisory, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Joel Regier based?

Joel Regier is based in Evanston, Illinois.

### What does Joel specialize in?

Joel's specialties include estate & legacy planning, tax planning and family wealth transfer. Joel works with multi-generational families.

### Is Joel Regier registered with the SEC?

Yes. Joel Regier is registered as an investment adviser representative in IL (CRD 7292974), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Bondurant Investment Advisory manage?

Bondurant Investment Advisory reports $111.1M across 137 accounts in assets under management.

### How do I contact Joel Regier?

Through Joel's website, www.sbondinvest.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7292974): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://sbondinvest.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.