Fee-only adviser · Minnetonka, MN
Regan Investments, Inc.
Regan Investments, Inc. is a fee-only investment adviser registered with the securities regulator of Minnesota, with its main office in Minnetonka, Minnesota. On its latest Form ADV, filed March 10, 2026, it reports $67M in regulatory assets under management, 81 individual clients and 2 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: Minnesota |
|---|---|
| Firm CRD number | 121868 · SEC file 801-70012 |
| Office | 601 Carlson Parkway Suite 1050 Minnetonka, MN 55305 |
| Phone | (952) 473-1080 |
| Website | www.reganinv.com |
| Regulatory assets under management | $67M ($67M discretionary) |
| Individual clients | 81 non-high-net-worth, 0 high-net-worth |
| Financial planning clients | 0 |
| How it charges | Percentage of assets |
| Services | Portfolio management, Pension consulting |
| Employees | 3 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 10, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Minnetonka
- Marks Group Wealth Management, Inc. $2.0B
- Navista Wealth Management, Inc. $710M
- Marquette Wealth Management $1.1B
- Wealth Planning Group LLC $39M
- Twele Capital Management, Inc. $578M
- Duval Investment Group $109M
See all 11 fee-only advisers in Minnetonka →
Nearby
- St. Louis Park 5 firms
- Golden Valley 1 firm
- Plymouth 10 firms
- Deephaven 1 firm
- Wayzata 8 firms
- Eden Prairie 5 firms
- Edina 26 firms
- Minneapolis 41 firms
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