REGENT PEAK WEALTH ADVISORS, LLC
Atlanta, Georgia
5.0
1 Review
Regent Peak Wealth Advisors, LLC is a small investment advisory firm headquartered in Atlanta, GA. With a team of eight dedicated professionals, they provide expert financial guidance to their discerning clientele. Four of their talented employees specialize in offering comprehensive investment advisory services, boasting an impressive average of $28,260,000 in assets under management per advisor. Regent Peak Wealth Advisors adopts a flexible compensation structure tailored to meet their clients' needs. Their fees include a percentage of assets under management, hourly charges, and fixed fees, ensuring transparent and fair compen...
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Assets Under Mgmt

$531.98M

Investment Professionals

4

Locations

0

% 401K & Individual

4%

% Discretionary

100%
Compensation Structure
A percentage of assets under your management
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Pension consulting services
Selection of other advisers
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