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Allen Regan

Advisor at Vistica Wealth Advisors, LLC

Updated today

Location

Hattiesburg, MS

Credentials

CFP®, Series 66

Industry experience

14 years

About

Allen Regan is a CFP® with 14 years of industry experience and currently serves as an advisor at Vistica Wealth Advisors, LLC. His prior work includes roles at Peirce Capital Management, Merit Wealth Management, and Cogent Advisor LLC. Outside of his advisory work, he has been involved with Main Street United Methodist Church since 2023. Vistica Wealth Advisors provides investment management, financial planning, and advisory services to individual and high-net-worth clients, as well as participant-directed employee retirement plans. The firm emphasizes a long-term, asset-allocation approach using primarily passively managed and index-based mutual funds, including ESG-conscious options, and offers customized portfolios with ongoing reviews.

Client services

Based on Vistica Wealth Advisors, LLC

Financial planning Portfolio management Selection of other advisers

Expertise

Based on Vistica Wealth Advisors, LLC

ESG / Sustainable investing Passive / index investing Private / alternative investments Real estate investing College savings (529s, UTMA, etc.)

Fee options

Fixed

Fixed fees ranging from $3,500 to $20,000 for stand-alone financial planning engagements; fees may be negotiated.

Percentage

$0+: Up to 1.25% annually (maximum), actual rate negotiated per client; fee minimums apply as described. $0 - $1,000,000: 0.70% advisory fee + 0.20% BSP investment management fee = 0.90% total fee for employee benefit plan assets. $1,000,001 - $5,000,000: 0.45% advisory fee + 0.15% BSP investment management fee = 0.60% total fee for employee benefit plan assets. $5,000,001 - $10,000,000: 0.25% advisory fee + 0.08% BSP investment management fee = 0.33% total fee for employee benefit plan assets. $10,000,001+: 0.15% advisory fee + 0.05% BSP investment management fee = 0.20% total fee for employee benefit plan assets.

Commissions

Insurance commissions earned by associated persons licensed to sell insurance products, separate from advisory fees.

Project-based

Typical hourly rate is $325, may be higher depending on complexity.

Other

Account minimum: $250,000 for fixed income portfolio management; otherwise, no minimum account size required but minimum annual advisory fees of $17,500 apply for investment management, financial planning, and employee benefit plan services. Minimum fee: Minimum annual advisory fees of $17,500 for investment management and financial planning services and $17,500 for employee benefit plan services; minimum fixed fee for stand-alone financial planning engagements is $3,500. Fee-only: Fixed fees for stand-alone financial planning ranging from $3,500 to $20,000; hourly rate typically $325/hour; additional hourly fees may apply for complex financial planning needs.

Location

Hattiesburg, MS

Most active in

California · Mississippi

Work history

Main Street United Methodist Church

2023 - Present (3 years)

Diamondhead United Methodist Church

2022 - 2023 (1 year)

Vistica Wealth Advisors, LLC

2020 - Present (6 years)

LifeGuard Wealth, LLC

2020 - 2023 (3 years)

Peirce Capital Management, LLC

2019 - 2021 (2 years)

Merit Wealth Management, LLC

2018 - 2019 (1 year)

LifeGuard Wealth, LLC

2018 - 2023 (5 years)

Hausman Advisors, LLC

2018 - 2023 (5 years)

Allen Regan, CFP, LLC

2018 - 2025 (7 years)

Cogent Advisor LLC

2015 - 2019 (4 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Chad E

CFA®

Hattiesburg, MS

Lee-Way Financial Services, Inc

Chad Edmonson is a CFA® charterholder with 10 years of industry experience, currently serving as the sole advisor at Lee-Way Financial Services, Inc. in Hattiesburg, MS, where he has worked since 2015. He holds leadership roles with the MSMS Foundation and Friends of MSMS and serves on the finance committee of Westminster Presbyterian Church. Edmonson is also involved in various business and real estate investments, including restaurant and testing laboratory ventures. Lee-Way Financial Services provides discretionary portfolio management to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm emphasizes tax-aware investment selection and longer-term holdings with a focus on income and growth, often incorporating bonds, REITs, and publicly traded limited partnerships into client portfolios.

Wealth management Passive / index investing Real estate investing
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Henry M

Series 65

Hattiesburg, MS

Inman Jager Wealth Management, LLC

Henry Mc Call is a Series 65-licensed advisor at Inman Jager Wealth Management, LLC with experience dating back to 2018. His background includes roles in campus recreation at the University of Mississippi and positions in the hospitality and retail sectors. Inman Jager Wealth Management serves individuals, families, trusts, charitable organizations, retirement plans, and small businesses with discretionary and non-discretionary wealth management, financial planning, and retirement plan advisory services. The firm employs a long-term investment approach using a mix of equities, ETFs, bonds, and other instruments, supported by an institutional platform and a compact advisory team.

Wealth management Active portfolio management Retirement plans for business owners (SEP, solo 401k)
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Jason J

CFP®, Series 66

Hattiesburg, MS

Inman Jager Wealth Management, LLC

Jason Jager is a CFP® professional with nine years of industry experience, currently serving at Inman Jager Wealth Management, LLC in Hattiesburg, MS. He previously led Jager Wealth Management LLC and has held roles at PriorityOne Bank and Raymond James Financial Services. His background also includes a brief involvement with Jager Farms, LLC. Inman Jager Wealth Management advises individuals, families, trusts, charitable organizations, retirement plans, and small businesses, providing discretionary and non-discretionary wealth management alongside financial planning. The firm employs a long-term investment approach using equities, ETFs, bonds, and other instruments, incorporating margin borrowing and derivatives for rebalancing or hedging in client portfolios.

Wealth management Active portfolio management Retirement plans for business owners (SEP, solo 401k)
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Bradley B

CFP®, Series 63, Series 65

Hattiesburg, MS

ICOM Advisors, LLC

Bradley Bondurant is a CFP® with 12 years of industry experience, currently serving at ICOM Advisors, LLC since 2013. He has also worked at Hancock Investment Services and Hancock Bank for over two decades. Outside of financial advising, he is president and partner of White Glove, Inc., a janitorial service company. ICOM Advisors, LLC provides portfolio management and analysis services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm manages approximately $123 million in client assets, offering both discretionary and non-discretionary management with an investment approach that includes mutual funds, ETFs, and private equity where appropriate.

Private / alternative investments
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Christopher I

CFP®, Series 66

Hattiesburg, MS

Inman Jager Wealth Management, LLC

Christopher Inman is a CFP® professional with 25 years of experience in financial advising. He currently serves at Inman Jager Wealth Management, LLC, which he joined in 2024 after ten years at Wells Fargo Advisors Financial Network. Inman is an investment committee member of the University of Southern Mississippi Foundation. Inman Jager Wealth Management advises individuals, families, trusts, and charitable organizations with a focus on customized wealth management and financial planning. The firm employs a long-term investment strategy using equities, ETFs, and bonds, while retaining flexibility to incorporate other asset types and employs margin borrowing and derivatives for rebalancing and hedging purposes.

Wealth management Active portfolio management Retirement plans for business owners (SEP, solo 401k)
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Kevin M

Series 66

Hattiesburg, MS

Simplified Wealth Management

Kevin Mccormick is a financial advisor with Simplified Wealth Management in Hattiesburg, MS, holding a Series 66 designation and 17 years of industry experience. He previously worked at LPL Financial LLC for seven years before joining Simplified Wealth Management in 2018. Outside of his advisory role, he owns and produces non-variable insurance products through Stellar Insurance, LLC. Simplified Wealth Management is a team of five advisors serving individual and high-net-worth clients with portfolio management, discretionary and non-discretionary accounts, and written investment strategies. The firm customizes advice based on client objectives and risk tolerance, employs a range of investment methods, and does not require an account minimum to open or maintain advisory accounts.

Annuities
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