Advisor at Oakwell Private Wealth Management
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Firm
Oakwell Private Wealth Management
Location
Austin, TX 78757
Credentials
Series 66
Industry experience
21 years
Reagan Helfand is a financial advisor at Oakwell Private Wealth Management with 21 years of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise Financial Services and Fort Advisors. Outside of finance, he is involved with Pure Barre and Deep Roots Salon in Cedar Park, TX. Oakwell Private Wealth Management serves individuals, high-net-worth clients, pension and profit-sharing plans, and corporate accounts, providing portfolio management, financial planning, and retirement plan services. The firm uses a combination of fundamental, technical, and cyclical analysis, along with various trading strategies, and may allocate assets to third-party managers while maintaining regular portfolio monitoring.
Based on Oakwell Private Wealth Management
Based on Oakwell Private Wealth Management
Flat fees for financial planning services, negotiable and documented in the Financial Planning Agreement.
$0 - $2,000,000: 1.00% $2,000,000 - $5,000,000: 0.80% $5,000,000+: 0.55%
Insurance commissions earned by investment adviser representatives through affiliated insurance sales.
Hourly fees for financial planning services, negotiable based on client needs.
Retainer fees for financial planning services, negotiable and dependent upon client needs.
Fee-only: Financial planning fees charged as fixed fees, hourly fees, and/or retainer fees, negotiable and dependent upon client needs and complexity.
3200 Steck Ave, Suite 200
Austin, TX 78757
Texas
Oakwell Private Wealth Management
2024 - Present (2 years)
Ameriprise
2021 - 2024 (3 years)
Fort Advisors, Inc.
2019 - 2020 (1 year)
Pure Barre
2016 - Present (10 years)
Ameriprise Financial Services, Inc.
2005 - 2019 (14 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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.
Series 65
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Series 66
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CFP®, Series 63
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Austin, TX
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CFP®, Series 63
Austin, TX
Mullett Financial LLC
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