Reagan Helfand
Reagan Helfand is a registered investment advisor at Oakwell Private Wealth Management, based in Cedar Park, TX, with 21 years of industry experience. Reagan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Education Planning, Estate Planning, and 5 more. Their firm serves 453 clients with $670M 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 $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5M+ | 0.55% |
Fees are annual, billed monthly or quarterly in arrears, and may be negotiable based upon certain circumstances. Flat fees may also be negotiated.
Fee Estimator
Location
6300 183 A Toll Road, Suite 260, Cedar Park, TX, 78641
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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
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
Previous Registrations
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, LLC
Fort Wealth Management
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
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.
Exams
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