# Regan Flaherty

> Regan Flaherty is a fee-only financial advisor at ProAthlete Wealth Management in Boca Raton, Florida, who holds the CFP credential. Regan focuses on estate & legacy planning. ProAthlete Wealth Management reports charging a percentage of assets on its Form ADV.

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

## Facts

- **Firm:** ProAthlete Wealth Management
- **Based in:** Boca Raton, Florida
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $402.2M across 205 accounts
- **Credentials:** CFP
- **Specialties:** Estate & legacy planning
- **Works with:** Ultra high net worth
- **CRD:** 6385541 (https://adviserinfo.sec.gov/individual/summary/6385541)
- **SEC registration:** Investment adviser representative in FL, TN
- **Exams passed:** Series 66 (2015)
- **Firm size:** 5 employees
- **Disclosures:** None reported
- **Website:** https://www.pawm.com

## Frequently asked questions

### Is Regan Flaherty a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Regan holds no broker registration, and ProAthlete Wealth Management 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, ProAthlete Wealth Management, reports charging a percentage of assets on its SEC Form ADV.

### Where is Regan Flaherty based?

Regan Flaherty is based in Boca Raton, Florida.

### What does Regan specialize in?

Regan's specialties include estate & legacy planning. Regan works with ultra high net worth.

### What credentials does Regan Flaherty hold?

Regan Flaherty holds the CFP credential.

### Is Regan Flaherty registered with the SEC?

Yes. Regan Flaherty is registered as an investment adviser representative in FL and TN (CRD 6385541), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does ProAthlete Wealth Management manage?

ProAthlete Wealth Management reports $402.2M across 205 accounts in assets under management.

### How do I contact Regan Flaherty?

Through Regan's website, www.pawm.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6385541): 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://www.pawm.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.