# Mark Reagan

> Mark Reagan is a fee-only financial advisor at Reagan Financial Planning in Oxford, Georgia. Mark focuses on retirement planning, estate & legacy planning and tax planning. Reagan Financial Planning reports charging hourly fees on its Form ADV.

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

## Facts

- **Firm:** Reagan Financial Planning
- **Based in:** Oxford, Georgia
- **Fee model (firm's Form ADV):** Hourly
- **Assets under management (firm):** $8.4M across 26 accounts
- **Specialties:** Retirement planning, Estate & legacy planning, Tax planning, Small business owners
- **CRD:** 6655537 (https://adviserinfo.sec.gov/individual/summary/6655537)
- **SEC registration:** Investment adviser representative in GA
- **Exams passed:** Series 65 (2016)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://www.reaganfinancialplanning.com

## Frequently asked questions

### Is Mark Reagan a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Mark holds no broker registration, and Reagan Financial Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Mark charge for financial advice?

Mark's firm, Reagan Financial Planning, reports charging hourly fees on its SEC Form ADV.

### Where is Mark Reagan based?

Mark Reagan is based in Oxford, Georgia.

### What does Mark specialize in?

Mark's specialties include retirement planning, estate & legacy planning, tax planning and small business owners.

### Is Mark Reagan registered with the SEC?

Yes. Mark Reagan is registered as an investment adviser representative in GA (CRD 6655537), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Reagan Financial Planning manage?

Reagan Financial Planning reports $8.4M across 26 accounts in assets under management.

### How do I contact Mark Reagan?

Through Mark's website, www.reaganfinancialplanning.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6655537): 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://reaganfinancialplanning.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.