Regan Wall is a registered investment advisor at Capital Wealth Planning, LLC, based in Gulf Breeze, FL, with 15 years of industry experience. Regan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 11,690 clients with $11B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Capital Wealth Planning's investment management fee will not exceed 1.75% of the value of your portfolio each year. The fee is negotiable. The billing method (in advance or in arrears) is determined by client preference. CWP only reduces or waives advisory fees for employees and their family members.
Location
Gulf Breeze, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Capital Wealth Planning, LLC
Previous Registrations
Stringer Asset Management, LLC
Matrix 360 Distributors, LLCBroker
Sei Investments Distribution CO.Broker
Sei Investments Management CORP
Fnex Capital, LLCBroker
Franklin Distributors, LLCBroker
Franklin/templeton Distributors, INC.Broker
Saxony Capital Management, LLC
Patrick Capital Markets, LLCBroker
Sterling Capital Management LLC
Sterling Capital Distributors, LLCBroker
Guardian Investor Services LLCBroker
Planco Financial Services, LLCBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.