Robert Regan
Robert Regan is a registered investment advisor at Regan Financial Group, LLC, based in Danville, CA, with 32 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 11 clients with $420K in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Regan Financial Group offers Comprehensive Portfolio Management services. The maximum annual fee charged for managing your investments is 1.50%. The exact fee will be outlined in your advisory agreement. Fees are calculated monthly, in advance, based on the value of your account on the last day of the previous month. Fees are negotiable.
Location
145 Town and Country Road, Suite 101, Danville, CA, 94526
Get directionsHistory
Regulatory History (4)
Customer Dispute
January 2025Regulatory
January 2016Customer Dispute
February 2015Customer Dispute
February 2013Other Business ActivitiesSells Insurance
Robert works as an insurance agent for Regan Insurance Solutions since 2019, focusing on life, disability income, long-term care, and P&C insurance sales, dedicating a few hours per week. He also serves on the St. Mary's College Alumni Board, requiring minimal time.
Employment History
Current Registrations
Regan Financial Group, LLC
Previous Registrations
Regan Financial Group, LLC
NFP Advisor Services, LLCBroker
NFP Advisor Services, LLC
Valmark Advisers, INC.
Bpm Wealth Management, LLC
Bpm Insurance Services, LLCBroker
Valmark Securities, INC.Broker
Northwestern Mutual Investment Services, LLCBroker
Robert W. Baird & CO. IncorporatedBroker
Mony Securities CORP.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.