Regista Financial Strategies, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 28, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“Our hourly rate is $250.”

Flat or project fee

$1,500

“Ongoing Financial Planning RFS collects an initial fee, at minimum $1,500 and no greater than $10,000.”

Monthly fee

$250⁠-⁠$500/mo

“Fees are paid monthly in advance at a rate of $250 to $500 per month.”

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

How Regista Financial Strategies, LLC bills

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

• “Our investment management fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”
• “Clients may also pay by electronic funds transfer (EFT) or check.”
• “The Advisory Contract may be terminated with written notice at least 30 calendar days in advance.”

How Regista Financial Strategies, LLC’s fees compare

• Its hourly rate of $250 is below the Colorado median of $300. 27% of the 231 other Colorado planners that publish an hourly rate charge less.
• 9 of the 42 other planners in Denver that publish an hourly rate charge less.
• Its flat or project fee of $1,500 is below the Colorado median of $5,250. 11% of the 214 other Colorado planners that publish a flat or project fee charge less.
• 4 of the 39 other planners in Denver that publish a flat or project fee charge less.

About Regista Financial Strategies, LLC

• Principal: Akram Hassan
• Firm size: 3 employees.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2023 (3 years).

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• College planning
• Business owners
• Cash flow and budgeting

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

2% a year

Clients

36

Employees

3

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, portfolio management for businesses and institutions, pension consulting, and selecting other advisers

Assets managed

$13,428,991

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

326555

Website

registafinancialstrategies.com (opens in new tab)

Phone

(720) 319-8279

Can advise clients in 3 states: Colorado, Florida, Virginia

Other planners in Denver that publish fees

• 46 North FinancialDenverUp to $10,000
• Alpha Capital Management Group LLCDenver$500⁠-⁠$100,000, $500⁠-⁠$100,000/yr
• Alpine Crest Private Wealth LLCDenver$25,000⁠-⁠$150,000, $25,000⁠-⁠$150,000/yr
• Altius Financial, Inc.Denver$10,000
• Artificial Alpha InvestmentsDenver$200⁠-⁠$500/hr
• Ask DollyDenver$50⁠-⁠$100/mo

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