Reagan Financial Planning LLC fees and pricing
Financial planner in Oxford, Georgia. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 23, 2026, Reagan Financial Planning LLC charges $85 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 23, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $85/hr
“We charge a fee of $85 per hour for financial planning services provided on a one-time, project basis.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Reagan Financial Planning LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees will be due upon completion and presentation of the financial plan.”
- “If services are terminated after the initial five-day period, the final fee will be billed to the client.”
- “Recommendations, reports and follow-up meetings are included to check progress every six months.”
How Reagan Financial Planning LLC’s fees compare
- Its hourly rate of $85 is below the Georgia median of $250. 1% of the 169 other Georgia planners that publish an hourly rate charge less.
About Reagan Financial Planning LLC
“Reagan Financial Planning LLC offers financial planning services in the form of one-time projects and ongoing services.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2016 (10 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 0.5% a year
- Clients
- 32
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and other services
- Assets managed
- $8,440,000
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 284103
- Phone
- (770) 784-1893
Other planners in Georgia that publish fees
- 2ND Half Capital, LLCAlpharetta$1,000-$2,000
- Access Planning Partners, LLCAlpharetta$250/hr, $750-$7,500
- Ae Financial & Risk Management, Inc.Alpharetta$250/hr
- Aegis Capital GroupAtlanta$100-$250/hr, $1,000-$3,000
- Ages Legacy Advisors, LLCAtlanta$400/hr, $400-$5,000
- Alpha Financial Management, Inc.Savannah$2,000-$10,000/yr
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.