Firm
Regency Financial Group
California
Fee-only
Regency Financial Group at a glance
- One of 1,191 fee-only firms based in California in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 173 individual clients, 24 of them high net worth.
- Its average account is about $170,000 (assets it manages divided by its 206 accounts).
- Its hourly rate of $600 is above the California median of $300.
Fee-only advisors in California · What fee-only advisors charge in California
Facts
| Based in | California |
|---|---|
| Website | regencyfinancial.net |
| Phone | (818) 330-9610 |
Regency Financial Group fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Hourly | $600 an hour |
|---|---|
| Asset-based fee | 0.45% a year on the first tier of assets |
| How it charges | Percentage of assets · One-time plans or projects · Hourly |
In the firm's words
"I also offer financial advisory services at an hourly rate of $600.00." source
"Up to $10,000,000 0.45% 0.03750%" source
"The cost of a one-time financial plan can vary based on the specifics of each individual's situation." source
"I also offer financial advisory services at an hourly rate of $600.00." source
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
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $35 million |
| Individual clients | 149 |
| High-net-worth clients | 24 |
| Accounts managed | 206 |
| Employees | 1 |
| Planning clients | 0 |
| Registered with | The SEC (801-137504) |
| Financial planning | Offered |
| Form ADV filed | October 26, 2026 |
| SEC record | CRD 139892 |