Anthony Regalado is a CFP-designated registered investment advisor at Facet, based in Parker, CO, with 28 years of industry experience. Anthony operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 14,741 clients with $7.6B in assets under management.
Compensation
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Number of Clients
Average Client Portfolio
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Facet Wealth includes investment management at no extra charge as part of your financial planning membership. Because the investment management is bundled into your flat annual membership fee, you do not pay a separate percentage of your portfolio value to have your investments managed.
Location
Parker, CO
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Regulatory History (1)
Customer Dispute
March 2009Employment History
Current Registrations
Facet
Previous Registrations
Schwab Private Client Investment Advisory, INC.
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.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.
Exams
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