Rudy Blanchard
Regatta Research & Money Management · Metairie, Louisiana
Rudy Blanchard is a fee-only financial advisor at Regatta Research & Money Management in Metairie, Louisiana, who holds the CFP credential. Regatta Research & Money Management reports charging a percentage of assets on its Form ADV.
Request an introduction to Rudy →
Facts
| Firm | Regatta Research & Money Management |
|---|---|
| Based in | Metairie, Louisiana |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $211.5M across 1,371 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in LA, TX · CRD 2427299 |
| Exams passed | Series 65 (2016) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | yourfinancialcoaches.com |
How Rudy's firm compares
- Regatta Research & Money Management's average account is about $154,000, from its Form ADV (assets managed divided by 1,371 accounts).
Request an introduction to Rudy
Tell Rudy a little about what you're looking for. Rudy 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 Rudy
Is Rudy Blanchard a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Rudy holds no broker registration, and Regatta Research & Money Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Rudy charge for financial advice?
Rudy's firm, Regatta Research & Money Management, reports charging a percentage of assets on its SEC Form ADV.
Where is Rudy Blanchard based?
Rudy Blanchard is based in Metairie, Louisiana.
What credentials does Rudy Blanchard hold?
Rudy Blanchard holds the CFP credential.
Is Rudy Blanchard registered with the SEC?
Yes. Rudy Blanchard is registered as an investment adviser representative in LA and TX (CRD 2427299), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Regatta Research & Money Management manage?
Regatta Research & Money Management reports $211.5M across 1,371 accounts in assets under management.
How do I contact Rudy Blanchard?
Through Rudy's website, yourfinancialcoaches.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
- 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.