RIA Intel›Advisers›Georgia›REAGAN FINANCIAL PLANNING LLC

REAGAN FINANCIAL PLANNING LLC

Advisory

OXFORD, GA

Data as of Mar 23, 2026 · Source: SEC Form ADV

Average account

$325K

across 26 accounts

AUM per adviser

$8M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 23, 2026.

Total AUM

$8M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$8M

Discretionary AUM$8M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients32

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InGA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

32 clients

4 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in GA

Closest by assets under management. All figures from Form ADV.

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SCHUMPERT INVESTMENTS, LLC

$8M

PLUNKETT & ASSOCIATES, INC.

$8M

ASSET PROTECTION GROUP, LLC

$8M

ALPHASTREAM PORTFOLIOS, INC.

$8M

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