Reagan Companies Asset Management, Inc fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed June 11, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$150⁠-⁠$500/hr

“Depending upon the complexity of the situation and the needs of the client, the hourly fee for these services is between $150 and $500.”

Flat or project fee

$1,500

“The IA will review and evaluate, on a case by case basis, requests from clients to receive an invoice and pay their fee directly rather than from their accounts. 3 Financial Planning Fees Fixed Fees The rate for creating client financial plans is $1,500.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Reagan Companies Asset Management, Inc bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Clients may terminate their contracts without penalty, for full refund, within 5 business days of signing this advisory contract.”
• “Refunds are given on a prorated basis, based on the number of days remaining in a quarter at the point of termination.”
• “Fees that are collected in advance will be refunded based on the prorated amount of work completed up to the day of termination within the quarter terminated.”

How Reagan Companies Asset Management, Inc’s fees compare

• Its hourly rate of $150-$500 spans the New York median of $300. 59% of the 301 other New York planners that publish an hourly rate charge less.
• 1 of the 2 other planners in Syracuse that publish an hourly rate charge less.
• Its flat or project fee of $1,500 is below the New York median of $4,500. 15% of the 251 other New York planners that publish a flat or project fee charge less.

About Reagan Companies Asset Management, Inc

• Firm size: 9 employees.
• Registered as an adviser: 2013 (13 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.18% a year

Minimum

No minimum stated in brochure

Clients

764

Employees

9

Works with

Individuals, high net worth individuals, and pension and profit sharing plans

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other advisers, and educational seminars and workshops

Assets managed

$1,160,784,261

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

161648

Website

reaganinvesting.com (opens in new tab)

Phone

(315) 673-2094

Can advise clients in 6 states: Florida, North Carolina, New York, South Carolina, Texas, Virginia

Other planners in Syracuse that publish fees

• Adirondack Capital Advisors, LLCSyracuse$250⁠-⁠$400/hr
• LTS Wealth ManagementSyracuse$150⁠-⁠$300/hr
• Rockbridge Investment Management, LLCSyracuse$2,500⁠-⁠$10,000
• 4Thought Financial Group Inc.Syosset$200/hr, $100/mo
• Abaya Wealth Management LLCBuffalo$2,000⁠-⁠$5,000
• Abby Advisors LLCDobbs Ferry$250/hr, $500

Compare all 6 planners in Syracuse