Regency Wealth Management

Facts

Regency Wealth Management fees

Regency Wealth 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 (7)

• Andrew Aran

  CFA

• Bryan Kabot

  CFP

• Mark Andraos

  CFP

• Mark Reitsma

  CFP

• Ryan Hulsebos

• Scott Drown

• Timothy Parker

  CFA