Vahick Yedgarian
Regency Financial Group · Olhão, Portugal
Vahick Yedgarian is a fee-only financial advisor at Regency Financial Group in Olhão, Portugal, who holds the CFP credential. Vahick charges a percentage of assets, a one-time planning fee and hourly fees ($600 an hour and 0.45% a year on the first tier of assets managed) and focuses on retirement planning, tax planning and estate & legacy planning.
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Specialties
Facts
| Firm | Regency Financial Group |
|---|---|
| Based in | Olhão, Portugal |
| Fee model | Percentage of assets · One-time planning fee · Hourly |
| Fees (firm's website) | $600 an hour · 0.45% a year on the first tier of assets managed |
| Assets under management | $35M across 206 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 2145044 |
| Exams passed | Series 63 (1992) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.regencyfinancial.net |
| Profile |
How Vahick's firm compares
- The hourly rate is $600, above the US median of $300 for fee-only firms that publish prices.
- Regency Financial Group's average account is about $170,000, from its Form ADV (assets managed divided by 206 accounts).
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Questions about Vahick
Is Vahick Yedgarian a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Vahick holds no broker registration, and Regency Financial Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Vahick charge for financial advice?
Vahick charges a percentage of assets, a one-time planning fee and hourly fees.
How much does Vahick charge?
According to Regency Financial Group's website, checked October 30, 2026: $600 an hour; 0.45% a year on the first tier of assets managed.
Where is Vahick Yedgarian based?
Vahick Yedgarian is based in Olhão, Portugal.
What does Vahick specialize in?
Vahick's specialties include retirement planning, tax planning and estate & legacy planning.
What credentials does Vahick Yedgarian hold?
Vahick Yedgarian holds the CFP credential.
Is Vahick Yedgarian registered with the SEC?
Yes. Vahick Yedgarian is registered as an investment adviser representative in CA (CRD 2145044), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Regency Financial Group manage?
Regency Financial Group reports $35M across 206 accounts in assets under management.
How do I contact Vahick Yedgarian?
Through Vahick's website, www.regencyfinancial.net.
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
- Regency Financial Group 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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