Thomas Felgner
Oliver Regan Advisors · San Marino, California
Thomas Felgner is a fee-only financial advisor at Oliver Regan Advisors in San Marino, California. Oliver Regan Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Oliver Regan Advisors |
|---|---|
| Based in | San Marino, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $8.8M across 3 accounts |
| SEC registration | Investment adviser representative in CA · CRD 2652851 |
| Exams passed | Series 63 (2011) · Series 65 (2016) |
| Firm size | 1 employee |
| Disclosures | None reported |
How Thomas's firm compares
- Oliver Regan Advisors's average account is about $2.9 million, from its Form ADV (assets managed divided by 3 accounts).
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Questions about Thomas
Is Thomas Felgner a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Thomas holds no broker registration, and Oliver Regan Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Thomas charge for financial advice?
Thomas's firm, Oliver Regan Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Thomas Felgner based?
Thomas Felgner is based in San Marino, California.
Is Thomas Felgner registered with the SEC?
Yes. Thomas Felgner is registered as an investment adviser representative in CA (CRD 2652851), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Oliver Regan Advisors manage?
Oliver Regan Advisors reports $8.8M across 3 accounts in assets under management.
How do I contact Thomas Felgner?
Contact details aren't on file yet. Search for Oliver Regan Advisors.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in California
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.
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