Reign Wealth Logic
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
This total excludes 2 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
86
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
86
Very HighAverage account size
$0
About
Reign Wealth Logic is an independent, single-advisor registered investment adviser that primarily serves individual clients as well as pension/profit-sharing plans and business entities. The firm offers written financial planning and consulting, refers clients to third‑party money managers for discretionary asset management, and the principal also provides insurance and tax-planning support through affiliated entities.
The firm’s engagement model centers on producing tailored written financial plans and helping clients identify risk tolerance and objectives; financial plans do not themselves implement or continuously manage client portfolios. For clients seeking ongoing portfolio management, Reign Wealth Logic refers them to third‑party managers (the brochure cites Orion Portfolio Solutions as a commonly used option) and uses a mix of charting, fundamental and technical analysis with a value‑oriented, long‑term emphasis and tactical/strategic asset allocation.
Noteworthy distinctions include the firm’s affiliation with tax and planning businesses (described as providing tax preparation/planning and estate/business planning support) and an insurance‑agency arrangement, which create potential referral and commission conflicts that the brochure discloses and addresses. The firm reports no assets under management and does not typically charge percentage‑of‑AUM advisory fees itself, and its disclosure also notes a 2024 regulatory action that resulted in fines and a brief suspension related to a repaid client loan.
Client services
Financial planning
Selection of other advisers
Expertise
General retirement planning
Fee options
Fixed fee financial planning services with fees ranging from $500 to $5,000.
$0 - $1,000,000: 1.25% Above $1,000,000+: 1.15%
Insurance and annuity products sold through the firm’s insurance agent activities generate commissions.
Minimum fee: Fixed fees for financial planning services generally range from $500 to $5,000, with a minimum fixed fee generally charged of $500. Fee-only: Fixed fee financial planning services ranging generally from $500 to $5,000; asset management fees charged by third-party money managers as a percentage of assets under management.
Main office location
Reign Wealth Logic
590 Pearl St Ste 222
Eugene OR 97401, United States
Number of offices
2
Most active in
Reign Wealth Logic has reported serving >5 clients in these states in the last 12 months.
Oregon · Texas
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 active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
-
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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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
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