Mark Reagan is a registered investment advisor at Reagan Financial Planning LLC, based in Oxford, GA, with 9 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 38 clients with $11M 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 | 0.50% |
Fee is for investment consulting services, not direct investment management. Fees may be negotiated lower depending on client circumstances and services provided.
Fee Estimator
Location
170 Bostwick Road, Oxford, GA, 30054
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Reagan Financial Planning LLC
State Registrations1 state
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