Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
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® professional with 12 years of industry experience, currently serving as the sole advisor at Regency Financial Group. He previously worked at 1st Global Advisors Inc. and Mony Securities Corporation. Since 2009, he has also taught part-time as an adjunct instructor at several universities outside of trading hours. Regency Financial Group is an independent, single-advisor firm providing discretionary investment management and financial planning primarily to U.S. individuals, high-net-worth clients, trusts, estates, IRAs, and select business plans. The firm employs a long-term, diversified investment approach based on fundamental and economic analysis, with discretionary management tailored to client tax circumstances and preferences.
Based on Regency Financial Group
Generally ranging from $9,000 to $18,000 depending on complexity and scope for financial planning
$0 - $10,000,000: 0.45% annually $10,000,000+: 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
1st Global Advisors Inc
2004 - 2006 • 2 years
La Canada, CA
Mony Securities Corporation
2003 - 2004 • 1 year
Lacanada, CA
Trusted Securities Advisors Corp.
2003 - 2003 • 1 year
La Canada, CA
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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