Allen Regan
Advisor at Vistica Wealth Advisors, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Vistica Wealth Advisors, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Hattiesburg, MS
Credentials
CFP®, Series 66
Industry experience
14 years
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.
Based on Vistica Wealth Advisors, LLC
Based on Vistica Wealth Advisors, LLC
Fixed fees ranging from $3,500 to $20,000 for stand-alone financial planning engagements; fees may be negotiated.
$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.
Insurance commissions earned by associated persons licensed to sell insurance products, separate from advisory fees.
Typical hourly rate is $325, may be higher depending on complexity.
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.
Hattiesburg, MS
California · Mississippi
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)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")