Allen Regan is a CFP-designated registered investment advisor at Vistica Wealth Advisors, LLC, based in Hattiesburg, MS, with 15 years of industry experience. Allen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Corporate Executives, Education Planning, and 7 more. Their firm serves 122 clients with $260M 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 | 1.25% |
Maximum annual fee is 1.25% of assets under management. The firm enforces a minimum annual advisory fee of $17,500 for combined investment management and financial planning.
Fee Estimator
Location
Hattiesburg, MS
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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 →Employment History
Current Registrations
Vistica Wealth Advisors, LLC
Previous Registrations
Lifeguard Wealth, LLC
Cogent Strategic Wealth
Avl/wealthcare, LLC
Buckingham Asset Management, LLC
Avl/wealthcare, LLC
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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