Joel Regier
Bondurant Investment Advisory · Evanston, Illinois
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.
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Specialties
Who they serve
- Multi-generational families
Facts
| Firm | Bondurant Investment Advisory |
|---|---|
| Based in | Evanston, Illinois |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $111.1M across 137 accounts |
| SEC registration | Investment adviser representative in IL · CRD 7292974 |
| Exams passed | Series 65 (2020) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.sbondinvest.com |
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Questions about Joel
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.
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
- Bondurant Investment Advisory 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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