A complete list of active advisors currently associated with Regimen Wealth, LLC

Warmer can help you find a great advisor at Regimen Wealth, LLC or one who fits your needs even better.

Regimen Wealth provides financial planning, consulting, and discretionary investment management primarily to individual and high‑net‑worth clients, and also accepts engagements from corporations and profit‑sharing plans. Services are offered as either standalone planning projects or as ongoing wealth management under written advisory agreements. The firm constructs tailored portfolios that generally emphasize ETFs but may include equities, fixed income, REITs, private investment vehicles and insurance products when appropriate, and it may engage Independent Managers for specialized mandates. Its investment process combines fundamental, technical, cyclical and behavioral finance analysis, and the firm monitors accounts continuously while advising on held‑away assets such as variable annuities, employer plan accounts, and 529 plans. Noteworthy aspects include the use of negotiable, project‑based fixed fees for standalone planning and a practice model that can bundle comprehensive planning with investment management for clients meeting the firm’s internal threshold. Regimen Wealth also receives platform software, research and operational support from its custodian (Fidelity) and discloses that it accepts commission‑based implementation of certain fixed insurance products—arrangements the firm says it manages as potential conflicts of interest.

To learn more about the advisors currently working at Regimen Wealth, LLC, 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.