Regina Neenan is a CFP-designated registered investment advisor at Fpfoco, based in Fort Collins, CO, with 6 years of industry experience. Regina operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Gen X, Insurance Planning, and 6 more. Their firm serves 115 clients with $110M 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 $1.0M | 0.75% |
| $1.0M - $5.0M | 0.50% |
| $5M+ | 0.25% |
Fees are for Investment Management Services when part of Comprehensive Services. The annual fee is prorated and paid in advance or arrears on a calendar monthly or quarterly basis. The total fee for Comprehensive Services may exceed 3% of assets under management on an annual basis.
Fee Estimator
Contact
Regina Neenan
Location
375 E. Horsetooth Rd., Bldg. 3, Ste. 203, Fort Collins, CO, 80525-3197
Get directionsHistory
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
Regina is the New Player Coordinator for the Fort Collins Flames Women's Hockey organization, starting in September 2024. This takes a few hours per week, with minimal time during trading hours.
Employment History
Current Registrations
Fpfoco
State Registrations3 states
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.
Exams
Additional Information
I moved to Fort Collins in 2015 with my little family: My partner Zack and our cat Coco. I enjoy exploring Colorado, whether it’s running through my neighborhood, biking to a brewery, throwing a frisbee through a disc golf course, or hiking and camping in the Rockies.