Kevin Regan
Crionna Wealth · Cheshire, Connecticut
Kevin Regan is a fee-only financial advisor at Crionna Wealth in Cheshire, Connecticut, who holds the CFP credential. Kevin focuses on retirement planning and tax planning. Crionna Wealth reports charging a percentage of assets and hourly fees on its Form ADV.
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Specialties
Facts
| Firm | Crionna Wealth |
|---|---|
| Based in | Cheshire, Connecticut |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Accepting new clients | Yes |
| Assets under management | $65.6M across 185 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CT, FL · CRD 6525209 |
| Exams passed | Series 66 (2015) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | crionnawealth.com |
| Profile |
How Kevin's firm compares
- Crionna Wealth's average account is about $354,000, from its Form ADV (assets managed divided by 185 accounts).
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Questions about Kevin
Is Kevin Regan a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kevin holds no broker registration, and Crionna Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Kevin charge for financial advice?
Kevin's firm, Crionna Wealth, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Kevin Regan based?
Kevin Regan is based in Cheshire, Connecticut.
What does Kevin specialize in?
Kevin's specialties include retirement planning and tax planning.
What credentials does Kevin Regan hold?
Kevin Regan holds the CFP credential.
Is Kevin Regan registered with the SEC?
Yes. Kevin Regan is registered as an investment adviser representative in CT and FL (CRD 6525209), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Crionna Wealth manage?
Crionna Wealth reports $65.6M across 185 accounts in assets under management.
How do I contact Kevin Regan?
Through Kevin's website, crionnawealth.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
- Crionna Wealth 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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