Mark Reagan
Reagan Financial Planning · Oxford, Georgia
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.
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Specialties
Facts
| Firm | Reagan Financial Planning |
|---|---|
| Based in | Oxford, Georgia |
| Fee model (firm's Form ADV) | Hourly |
| Assets under management | $8.4M across 26 accounts |
| SEC registration | Investment adviser representative in GA · CRD 6655537 |
| Exams passed | Series 65 (2016) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.reaganfinancialplanning.com |
| Profile |
How Mark's firm compares
- Reagan Financial Planning's average account is about $325,000, from its Form ADV (assets managed divided by 26 accounts).
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Questions about Mark
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.
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
- Reagan Financial Planning 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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