Reagan Financial Planning provides financial planning services, including one-time projects and ongoing support. They create written financial plans covering investments, insurance, retirement, estate planning, and more. They also offer investment consulting services, reviewing accounts not managed by the firm and providing recommendations. Reagan Financial Planning does not manage client assets or implement trades.
Assets Under Management$11M
Clients38
Advisors1
Avg. per Client$290K
Avg. per Advisor$11M
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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