REGAN FINANCIAL GROUP, LLC

Overview

Regan Financial Group, LLC is a small, independent registered investment adviser organized as a limited liability company that focuses on individuals and family clients, including small businesses. The firm operates primarily as a capital allocator and provides financial planning, portfolio management and the selection of other advisers. Its fee model combines a percentage-of-assets approach with hourly and fixed-fee options, which supports both ongoing advisory relationships and discrete planning engagements. Investment activity centers on publicly traded equities as the primary vehicle for client portfolios, with a stated preference for exchange-traded products. The firm is not positioned as an ESG-focused or multi-state adviser and does not act as a pension consultant. It also lists an affiliation with an insurance company that complements its client service capabilities.

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Public Holdings

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Location & Offices