REAGAN FINANCIAL PLANNING LLC

Overview

Reagan Financial Planning LLC is an independent, owner-operated registered investment advisor that focuses on financial planning for individual and family clients. The firm bills primarily on an hourly basis and provides planning-driven advice rather than serving as a large discretionary allocator. Its advisory activity centers on financial planning services rather than institutional or pension consulting, and it does not position itself as an ESG-focused manager. On the investment side the firm has a clear tilt toward publicly traded equities. Exchange-traded equities represent the single largest asset bucket on the books, reflecting a preference for liquid, easily tradable instruments that support tactical rebalancing and straightforward portfolio construction for retail clients. Reagan Financial Planning uses third-party managers for alternative exposures and supplements equity allocations with mutual funds, corporate debt and annuities where appropriate to meet income and liability-matching needs.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices