Areas of Practice
Investment ManagementRetirement PlanningTax PlanningInsurance PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10 advisors
Number of Clients
331 clients
Average Client Portfolio
$1.4M average
Assets Under Management
$461.9M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5M+ | 0.55% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
3200 Steck Ave, Suite 200, Austin, TX, 78757
Get directionsHistory
Regulatory History
Clean regulatory record
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
Reagan is involved in two outside business activities: Pure Barre since 2017, taking minimal time, and Deep Roots Salon since 2020, taking about 10-20% of their time. These activities are not investment-related.
Employment History
Current Registrations
Oakwell Private Wealth Management
November 2024 - Present · 1 yr 4 mos
Previous Registrations
Ameriprise Financial Services, LLCBroker
February 2021 - October 2024 · 3 yrs 8 mos
Ameriprise Financial Services, LLC
February 2021 - October 2024 · 3 yrs 8 mos
Fort Wealth Management
May 2019 - March 2020 · 10 mos
Ameriprise Financial Services, INC.
March 2004 - May 2019 · 15 yrs 2 mos
Ameriprise Financial Services, INC.Broker
February 2004 - May 2019 · 15 yrs 3 mos
Ids Life Insurance CompanyBroker
February 2004 - July 2006 · 2 yrs 5 mos
State Registrations1 state
TX
Advisor
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
No exam information available for this advisor.