Nathan Reagan
Handy & Company Financial Advisors · Lake Oswego, Oregon
Nathan Reagan is a fee-only financial advisor at Handy & Company Financial Advisors in Lake Oswego, Oregon, who holds the PFS credential. Nathan focuses on retirement planning, tax planning and family wealth transfer. Handy & Company Financial Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- High earners
- Multi-generational families
Facts
| Firm | Handy & Company Financial Advisors |
|---|---|
| Based in | Lake Oswego, Oregon |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $68.7M across 215 accounts |
| Credentials | PFS |
| SEC registration | Investment adviser representative in OR, WA · CRD 6209549 |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.handycompany.com |
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Questions about Nathan
Is Nathan Reagan a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Nathan holds no broker registration, and Handy & Company Financial Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Nathan charge for financial advice?
Nathan's firm, Handy & Company Financial Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Nathan Reagan based?
Nathan Reagan is based in Lake Oswego, Oregon.
What does Nathan specialize in?
Nathan's specialties include retirement planning, tax planning and family wealth transfer. Nathan works with high earners and multi-generational families.
What credentials does Nathan Reagan hold?
Nathan Reagan holds the PFS credential.
Is Nathan Reagan registered with the SEC?
Yes. Nathan Reagan is registered as an investment adviser representative in OR and WA (CRD 6209549), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Handy & Company Financial Advisors manage?
Handy & Company Financial Advisors reports $68.7M across 215 accounts in assets under management.
How do I contact Nathan Reagan?
Through Nathan's website, www.handycompany.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
- Handy & Company Financial Advisors 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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