Regan Flaherty is a CFP-designated registered investment advisor at Proathlete Wealth Management LLC, based in Boca Raton, FL, with 10 years of industry experience. Regan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 143 clients with $310M 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 | 1.25% |
| $2.0M - $4.0M | 1.20% |
| $4.0M - $5.0M | 1.15% |
| $5M+ | 1.00% |
Advisory fee is negotiable depending on individual client circumstances. Family members' account values may be combined to determine the applicable advisory fee.
Fee Estimator
Location
4401 N. Federal Highway, Suite 201, Boca Raton, FL, 33431
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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
Proathlete Wealth Management LLC
Previous Registrations
Mai Capital Management, LLC
Awm Capital, LLC
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Richard Brothers SecuritiesBroker
State Registrations2 states
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