Regency Financial, LLC offers financial planning services for a fee. The firm gathers financial information from clients to create a written financial plan. Approximately half of the firm's billings are for advice about securities, and the other half are for non-securities related matters, both in conjunction with financial planning.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Regency Financial charges a flat fee between $250 and $50,000, or an hourly fee between $150 and $200 per hour for financial planning services. The actual fee depends on the complexity of the case. One-half of the total fee is payable as a retainer, with the balance due upon completion and acceptance of the plan. Travel expenses may be reimbursed in certain cases.
One-Time Plan:$250 - $50,000
Hourly Rate:$150 - $200/hr
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