CRD: 284103
Reagan Financial Planning LLC
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- Custodian
- --
- Clients
- Retail
- Platforms
- Available
- Established Date
- 07-29-2016
- Office Locations
- 1
Office Locations
About Reagan Financial Planning LLC
Reagan Financial Planning is an independent, fee-only planning and education firm serving families, individuals, and small businesses in the East Metro Atlanta area. Delivers comprehensive plans plus retirement, tax and estate planning, insurance and cash-flow guidance, education savings, and ongoing coaching with periodic checkups. Provides investment management with customized portfolios, often implemented with ETFs and core fixed income.
Team overview
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Client Personas
Custodian
Investment Themes
Investment Vehicles
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Technology
Owner & Executives
Mark Simons Reagan
Chief Compliance Officer, Managing Member
- CRD
- #6655537
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $8,440,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $8,440,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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