Advisor at Capital Wealth Planning, 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.
Firm
Capital Wealth Planning, LLC
Location
Gulf Breeze, FL
Credentials
Series 63, Series 65
Industry experience
15 years
Regan Wall is a financial advisor at Capital Wealth Planning, LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including SEI Investments Distribution Co. and Sterling Capital Management, LLC. Capital Wealth Planning, LLC provides discretionary investment management services to individuals, trusts, estates, charitable organizations, and corporations. The firm manages portfolios primarily composed of mutual funds, ETFs, and individual securities, applying a blend of fundamental, technical, and quantitative analysis across various strategies, including option writing and hedged ETF approaches.
Based on Capital Wealth Planning, LLC
Based on Capital Wealth Planning, LLC
Up to 1.75% annually (negotiable)
Account minimum: $100,000 to $1,000,000 based on investment strategy (minimums are negotiable and can be waived) Fee-only: Fee-only advisory services, no commissions
Gulf Breeze, FL
Florida
Capital Wealth Planning, LLC
2024 - Present (2 years)
Matrix 360 Distributors, LLC
2024 - 2024 (1 year)
Stringer Asset Management
2024 - 2024 (1 year)
SEI Investments Distribution Co.
2022 - 2024 (2 years)
Fnex Capital, Llc
2022 - 2022 (1 year)
Franklin Distributors, LLC
2021 - 2022 (1 year)
Franklin Templeton Distributors, Inc.
2021 - 2021 (1 year)
Saxony Capital Management, LLC
2020 - 2021 (1 year)
Rising Star Distributors
2020 - 2021 (1 year)
Patrick Capital Markets, LLC
2020 - 2021 (1 year)
Unemployed
2019 - 2020 (1 year)
Smith and Nephew Orthopedics
2018 - 2019 (1 year)
Unemployed
2018 - 2018 (1 year)
Sterling Capital Distributors, LLC
2014 - 2018 (4 years)
Sterling Capital Management, Llc
2014 - 2018 (4 years)
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
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CFP®, Series 66
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Series 63, Series 65
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Series 63, Series 65
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Tip Top Financial Advisors
Series 66
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DNA Wealth Management LLC
ChFC®, Series 63, Series 65
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Callahan Investment Advisor, LLC
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