Regatta Research & Money Management

Regatta Research & Money Management at a glance

• One of 63 fee-only firms based in Louisiana in the Wellspent graph.
• 6 advisors are listed here; 2 of 6 hold the CFP.
• Its Form ADV reports 8 employees and 550 individual clients, 60 of them high net worth.
• Its average account is about $154,000 (assets it manages divided by its 1,371 accounts).

Fee-only advisors in Louisiana

Facts

Regatta Research & Money Management fees

Regatta Research & Money Management doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.

For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.

What its SEC filing says

Advisors at this firm (6)

• Andrew Pool

• Blair Barbier

• Claudia Hayden

  CFP

• Douglas Thompson

• Eric Greschner

• Rudy Blanchard

  CFP