Regista Financial Strategies, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$12,867,437
Clients
36
Advisors
3
of 3 employees
About
Regista Financial Strategies serves individual clients, including high-net-worth households, and also provides advisory services to employer-sponsored retirement plans. The firm offers discretionary investment management alongside both ongoing and project-based financial planning and retirement-plan consulting, operating as a fee‑only adviser with a small team.
The firm combines traditional asset-allocation and Modern Portfolio Theory principles with both passive and active selections and a range of analytical techniques, including fundamental, technical, cyclical, and charting analysis. It uses outside managers and institutional platforms — notably Betterment for Advisors and Schwab — and may implement portfolios through automated (robo-advisor) models as well as custom-built strategies and occasional alternative or digital-asset recommendations.
What is distinctive about the firm is the team’s specialist expertise around divorce-related financial planning (including CFP® and CDFA® credentials and ongoing contractor work in divorce financial services) alongside a small-adviser practice model. It is also notable for integrating Betterment’s institutional platform into its managed account lineup and for explicitly combining algorithmic portfolio services with customized models — an uncommon mix for a firm of its size.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Fixed fees for project-based financial planning range from $1,000 to $10,000
$0 - $500,000: 1.50% $500,001 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.75% $5,000,001+: 0.50%
$250 per hour for project-based financial planning
Ongoing financial planning fees range from $250 to $500 monthly in advance
Fee-only: RFS is a fee-only firm
Main office
501 S Cherry St., Suite 1100
Denver CO 80246
Advisors at this office
3
Most active in
Colorado · Florida · Virginia
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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.
Forms ADV
Advisors at this firm
Akram H
Series 66
Denver, CO
Regista Financial Strategies, LLC
Akram Hassan is a financial advisor at Regista Financial Strategies, LLC with seven years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones, Synergy BIS, and DeWolff Boberg & Associates. Regista Financial Strategies serves individual clients, including high-net-worth households, and provides advisory services to employer-sponsored retirement plans. The firm applies both traditional asset-allocation and Modern Portfolio Theory principles using a combination of passive and active strategies, incorporating automated and custom-built portfolio models.
Sandra B
Series 65
Denver, CO
Regista Financial Strategies, LLC
Sandra Bozanic is a financial advisor at Regista Financial Strategies, LLC, holding a Series 65 credential with one year of industry experience. She previously worked at RG Financial LLC for 11 years and has been involved with PKS Enterprises LLC since 2015. Regista Financial Strategies serves individual clients, including high-net-worth households, and offers advisory services to employer-sponsored retirement plans. The firm combines traditional asset-allocation and Modern Portfolio Theory with both passive and active investment selections, utilizing outside managers and institutional platforms such as Betterment for Advisors and Schwab, and is notable for its expertise in divorce-related financial planning and its integration of algorithmic and customized portfolio strategies.
Nichole G
CFP®
Denver, CO
Regista Financial Strategies, LLC
Nichole Graham is a CFP® professional with two years of industry experience, currently serving at Regista Financial Strategies, LLC in Denver, CO. She has prior experience with firms including Fonte Financial Advisors and Ameriprise Financial. In addition to her advisory role, she provides financial analysis services focused on divorce financial planning as an independent contractor with Wellspring Divorce Advisors. Regista Financial Strategies serves individual clients, including high-net-worth households, and employer-sponsored retirement plans, offering discretionary investment management and financial planning on a fee-only basis. The firm combines traditional and modern portfolio approaches, incorporating both passive and active strategies, and is recognized for its specialist expertise in divorce-related financial planning within a small team environment.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)