Regan Duperon
The DBS Companies · Bay City, Michigan
Regan Duperon is a fee-only financial advisor at The DBS Companies in Bay City, Michigan. Regan focuses on physicians & residents, retirement planning and student loans. The DBS Companies reports charging a percentage of assets and hourly fees on its Form ADV.
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Specialties
Who they serve
- Physicians
- Retirees
Facts
| Firm | The DBS Companies |
|---|---|
| Based in | Bay City, Michigan |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $280.2M across 973 accounts |
| SEC registration | Investment adviser representative in MI · CRD 6272840 |
| Exams passed | Series 65 (2025) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.thedbscompanies.com |
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Questions about Regan
Is Regan Duperon a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Regan holds no broker registration, and The DBS Companies reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Regan charge for financial advice?
Regan's firm, The DBS Companies, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Regan Duperon based?
Regan Duperon is based in Bay City, Michigan.
What does Regan specialize in?
Regan's specialties include physicians & residents, retirement planning, student loans and small business owners. Regan works with physicians and retirees.
Is Regan Duperon registered with the SEC?
Yes. Regan Duperon is registered as an investment adviser representative in MI (CRD 6272840), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does The DBS Companies manage?
The DBS Companies reports $280.2M across 973 accounts in assets under management.
How do I contact Regan Duperon?
Through Regan's website, www.thedbscompanies.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
- The DBS Companies 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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