Regan Flaherty
ProAthlete Wealth Management · Boca Raton, Florida
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.
Request an introduction to Regan →
Specialties
Who they serve
- Ultra high net worth
Facts
| Firm | ProAthlete Wealth Management |
|---|---|
| Based in | Boca Raton, Florida |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $402.2M across 205 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in FL, TN · CRD 6385541 |
| Exams passed | Series 66 (2015) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.pawm.com |
| Profile |
Request an introduction to Regan
Tell Regan a little about what you're looking for. Regan isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Regan
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.
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
- ProAthlete Wealth Management 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.
See something wrong? Request a correction. Read our methodology.