Thomas Felgner is a registered investment advisor at Oliver Regan Advisors, LLC, based in San Marino, CA, with 10 years of industry experience. Thomas 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 3 more. Their firm serves 3 clients with $8.8M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The firm may also bill at an hourly rate of $750 and on a flat fee basis ranging from $1,000 to $25,000. Fees are negotiable.
Fee Estimator
Location
San Marino, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Thomas is the secretary of Salix Capital US, LLC, an entity established to hold a legal claim. He spends a few hours per week on this activity.
Employment History
Current Registrations
Oliver Regan Advisors, LLC
State Registrations1 state
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.