Jason Reagan is a CFP-designated registered investment advisor at Leading Edge Financial Planning LLC, based in Knoxville, TN, with 7 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 302 clients with $520M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.00% |
| $250K - $1.0M | 0.95% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.65% |
| $5.0M - $7.0M | 0.55% |
| $7M+ | 0.55% |
Fees may be negotiable for accounts over $7,000,001. Total blended fee, including the Advisor’s fee and the Independent Manager’s fee, will not exceed 1.50% annually.
Fee Estimator
Location
6921 Office Park Circle, Knoxville, TN, 37909
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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 →Other Business Activities
Jason works as a pilot for NetJets Aviation since 2007. He dedicates about half his time to this role, with about a quarter of his time occurring during trading hours.
Employment History
Current Registrations
Leading Edge Financial Planning LLC
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations1 state
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