Wealth With No Regretsâ®
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$190,390,894
Clients
226
Advisors
3
of 13 employees
About
Wealth With No Regrets® serves individual and high-net-worth clients, as well as small businesses and charitable organizations, with integrated financial planning and discretionary portfolio management. The firm’s brochure shows it manages approximately $214.4 million on a discretionary basis and advises on an additional $171.3 million held in insurance and annuity products, and it offers planning services that can be standalone or implemented into ongoing investment management.
The firm begins client relationships by developing a customized Financial Profile and Investment Plan, then implements those plans through discretionary management that emphasizes fundamental and technical analysis, long-term investing, and risk management. Wealth With No Regrets also uses third‑party sub‑advisers and the AE Wealth Management platform (the firm pays a 0.10% platform fee) and describes a recurring “Stay the Course” planning arrangement to update plans and coordinate with other advisors.
Compared with many team advisers, the brochure discloses that the firm uses client testimonials and endorsements in its advertising and conducts educational events or workshops. It also discloses an insurance affiliate, BWG Financial, and that some supervised persons are licensed insurance agents who may receive commissions or overrides on insurance and annuity sales; the brochure describes policies intended to address those conflicts and notes certain firm-paid or reimbursed client access to third‑party tools such as wealth.com.
Client services
Expertise
Fee options
Initial financial planning fixed fees typically range from $1,900 to $25,000 or more, negotiated per engagement; Recurring 'Stay the Course' planning fees range from $0 to $5,000 annually, billed quarterly in arrears
Commissions on insurance products sold through BWG Financial by supervised persons, separate from Advisory Fees
Minimum fee: No minimum annual portfolio management fee for any account
Main office
12600 Deerfield Parkway, Suite 475
Alpharetta GA 30004
Advisors at this office
3
Most active in
Florida · Georgia · Texas
Also doing business as
Boomfish Wealth Group, LLC · Wealth With No Regrets®
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Barry S
Series 65
Alpharetta, GA
Wealth With No Regretsâ®
Barry Spencer is a financial advisor at Wealth With No Regrets® in Alpharetta, GA, holding a Series 65 designation with 14 years of industry experience. He has been associated with Boomfish Wealth Group, LLC since 2010 and Boomfish Inc. since 2008. Wealth With No Regrets® serves individual and high-net-worth clients, small businesses, and charitable organizations with integrated financial planning and discretionary portfolio management. The firm emphasizes customized financial profiles, long-term investing, risk management, and uses third-party sub-advisers and the AE Wealth Management platform to implement plans.
Scott N
PFS™
Alpharetta, GA
Wealth With No Regretsâ®
Scott Noble is a PFS™ credentialed financial advisor with 13 years of industry experience. He is affiliated with Wealth With No Regrets® in Alpharetta, GA, and has held roles at Boomfish Wealth Group, LLC since 2012. Outside of his advisory work, he serves as a financial coach with Boomfish, Inc. and acts as CFO for Tri-Craft Properties, a home building and remodeling company. Wealth With No Regrets® serves individual and high-net-worth clients, as well as small businesses and charitable organizations, providing integrated financial planning and discretionary portfolio management. The firm emphasizes customized financial profiles and investment plans, using fundamental and technical analysis alongside risk management to guide long-term investing.
Andrea S
Series 65
Alpharetta, GA
Wealth With No Regretsâ®
Andrea Soule is a financial advisor with Wealth With No Regrets® in Alpharetta, GA. She holds a Series 65 credential and has five years of industry experience. Her prior work includes roles at Indiana Trust Wealth Management and 1st Source Bank. Wealth With No Regrets® serves individual and high-net-worth clients, small businesses, and charitable organizations by providing integrated financial planning and discretionary portfolio management. The firm emphasizes customized financial profiles and investment plans, using fundamental and technical analysis, long-term investing, and risk management in its discretionary management approach.
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