Kevin Regan is a CFP-designated registered investment advisor at Crionna Wealth LLC, based in Cheshire, CT, with 10 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 39 clients with $32M 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 $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $3.0M | 0.60% |
| $3.0M - $5.0M | 0.40% |
| $5M+ | 0.35% |
Fees may be negotiated at the discretion of the Advisor.
Fee Estimator
Location
30 Tower Lane, Suite 200, Cheshire, CT, 06001
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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
Kevin serves as a board member for Connecticut Sports Management Group, a non-profit association, since 2019. He attends quarterly board meetings and helps approve budgets and new business activities, dedicating about 10% of his time to this role.
Employment History
Current Registrations
Crionna Wealth LLC
Previous Registrations
Kestra Advisory Services, LLC
NFP Advisor Services, LLC
Kestra Investment Services, LLCBroker
Metlife Securities INC.
Metlife Securities INC.Broker
State Registrations1 state
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