Reagan Financial Planning LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$8,440,000
Total clients
32
13% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
32
Average account size
$263,750
About
Reagan Financial Planning offers financial planning and investment consulting to individuals, families and small business owners through both one‑time written plans and ongoing advisory engagements. The firm provides recommendations and written analyses but does not implement trades, take custody of client assets, or manage accounts on a discretionary basis.
Advice is tailored through interviews and questionnaires and covers a wide set of planning topics including retirement income strategies, estate and tax planning, employer benefits optimization, business valuation and real estate evaluation. Investment analysis described in the brochure uses multiple methods—fundamental, technical/charting and cyclical—and the firm advises on a broad set of instruments while leaving execution and custody to the client or their chosen custodian.
Noteworthy distinctions versus many peers include an explicitly consultative model that disclaims portfolio management, custody and proxy voting and requires clients to implement recommendations themselves, along with a suggested multi‑period term for ongoing planning with semiannual reviews. The combination of business and real‑estate consulting plus guidance on more technical trading strategies (options, short sales, margin) makes the firm’s service mix broader and more technical than many independent planning-only practices.
Client services
Financial planning
Investment consulting services
Expertise
Retirement income strategy
Tax-loss harvesting
General estate planning guidance
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Occupation focus
Founder/Business Owner
Executive
Fee options
$85 per hour for single engagement financial planning; $70 per hour for ongoing financial planning services
Fee-only: $85 per hour for one-time financial planning; $70 per hour for ongoing financial planning services
Main office location
Reagan Financial Planning LLC
170 Bostwick Road
Oxford GA 30054, United States
Number of offices
1
Most active in
Reagan Financial Planning LLC has reported serving >5 clients in these states in the last 12 months.
Georgia
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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