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WEALTH WITH NO REGRETS®
12600 Deerfield Parkway
Suite 475
Alpharetta, Georgia 30004
Tel: 678-278-9632
About WEALTH WITH NO REGRETS®
WEALTH WITH NO REGRETS®, formally registered with the SEC as WEALTH WITH NO REGRETS®. The firm was established in 06/23/2023. They have over 1 offices throughout the country.
WEALTH WITH NO REGRETS® is a Alpharetta, Georgia based Financial Planning firm with nearly $193,662,000 assets under management, offering retirement planning & investment advisory services to 702 clients. The firm is staffed with 10 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 159201 |
| SEC# | 801-128215 |
| Assets Managed by Firm | $193,662,000 |
| No. of Clients | 702 |
| No. of Advisors | 10 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 702 | $193,662,000 |
| Individuals (other than high net worth individuals) | 121 | $35,414,000 |
| High net worth individuals | 80 | $136,557,000 |
| Charitable organizations | 6 | $21,691,000 |
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