Timothy Regan
Timothy Regan is a CFP, ChFC-designated registered investment advisor at Prairieview Wealth & Tax Advisors, based in Frankfort, IL, with 29 years of industry experience. Timothy 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, High Net Worth, and 4 more. Their firm serves 288 clients with $210M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.35% |
| $500K - $1.0M | 1.15% |
| $1.0M - $3.0M | 1.00% |
| $3M+ | 1.00% |
The percentage for the highest asset tier achieved applies to all managed assets. Fees for assets over $3,000,001 are negotiable. Subject to a minimum annual fee of $2,500.
Fee Estimator
Location
28 W Nebraska St, Frankfort, IL, 60423
Get directionsHistory
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 ActivitiesSells Insurance
Timothy is an agent selling fixed/traditional insurance, dedicating about a quarter of his time to this activity. He also serves as Chairman of the Grace Christian Academy School Board, is a managing member of T. Regan Holdings, LLC and Harasmit, LLC, and is CEO of Focus Forward, LLC, dedicating about half his time to this role.
Employment History
Current Registrations
Prairieview Wealth & Tax Advisors
Previous Registrations
Thrivent Advisor Network, LLC
Purshe Kaplan Sterling InvestmentsBroker
Thrivent Investment Management INC.
Thrivent Investment Management 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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