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Credentials
CFP®, Series 63
Experience Industry experience
12 years
Location
Remote
Regency Financial Group
Independent
Total advisors
1Clients per advisor
173 Very HighAvg AUM per client
$202,312 LowHNW client ratio
14% TypicalVahick Yedgarian is a CFP® with 12 years of industry experience, currently serving as the sole advisor at Regency Financial Group. He has been with the firm since 2011. In addition to his advisory role, Yedgarian has been a part-time adjunct instructor at several universities since 2009. Regency Financial Group is an independent, single-advisor firm offering discretionary portfolio management and financial planning to U.S. individuals and related households, including high-net-worth clients, trusts, and retirement accounts. The firm employs a long-term, diversified investment approach based on fundamental and economic analysis, with tailored strategies reflecting each client's objectives and risk tolerance.
Based on Regency Financial Group
Fixed fee generally ranging from $9,000 to $18,000 depending on complexity and scope
$0 - $10,000,000: 0.45% annually $10,000,001+: 0.35% annually
$600 per hour
California
12 years of industry experience
Regency Financial Group
2026 - Present • 1 year
Olhão
Regency Financial Group
2011 - 2026 • 15 years
La Crescenta, CA
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Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
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