Jeffrey Reardon
Jeffrey Reardon is a registered investment advisor at Wilson Financial Advisors, LLC, based in Garden Grove, CA, with 6 years of industry experience. Jeffrey 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 152 clients with $8.6M 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 | 0.75% |
The asset management fee is negotiable at the sole discretion of the advisor based on the complexity of the client’s situation, the possibility of additional account deposits, the history and relationship of the client to Advisor.
Fee Estimator
Location
12419 Lewis Street #202, Garden Grove, CA, 92840
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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 ActivitiesSells Insurance
Jeffrey works as an insurance agent for Wilson Financial Services since January 2018. This activity is nearly full-time.
Employment History
Current Registrations
Wilson Financial Advisors, LLC
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.