A complete list of active advisors currently associated with Regency Financial Group

Warmer can help you find a great advisor at Regency Financial Group or one who fits your needs even better.

Regency Financial Group is a single-advisor independent firm that provides discretionary investment management and financial planning primarily to U.S. individuals, high-net-worth clients, trusts, estates, IRAs, and certain business plans. The adviser reports managing about $35 million for roughly 173 U.S. clients and does not market services to residents of Portugal or other EU jurisdictions. RFG follows a long-term, diversified approach tailored to each client, relying mainly on fundamental and economic analysis to set strategic asset allocations, conduct periodic rebalancing, and implement tax-sensitive or income-oriented strategies. The firm generally manages accounts on a discretionary basis, may make tactical adjustments when market or economic conditions warrant, and will retain concentrated or legacy positions when appropriate for a client’s tax circumstances or preferences. Noteworthy features include a principal office in Olhão, Portugal while continuing to serve U.S. clients, recent SEC registration in October 2026, and the firm’s use of secure remote communications and a dedicated custody relationship with Charles Schwab for client accounts. The sole principal combines academic credentials (Ph.D., MFE, CFP®), university teaching activities, and a California real estate broker license, and the firm has recently adopted a marginal, tiered asset-based fee schedule and does not accept proxy-voting authority for client securities.

To learn more about the advisors currently working at Regency Financial Group, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Vahick Yedgarian	Remote	12

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