Regent Retirement Planning, Inc. is a large advisory firm based in Woodbridge. It manages $154.33 million of regulatory assets for 499 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdictions of Connecticut, Florida, New Jersey, New York, and Vermont.
Regent Retirement Planning provides portfolio management for individuals and small businesses. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Regent Retirement Planning, Inc. is $154.33 million. The firm's AUM has grown by 36% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Regent Retirement Planning, Inc. for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Alan Paul Weiss has been acting as President since 1 Dec 1987. Michael Fred Weiss joined the executive team most recently as the Secretary.
The principal office where Regent Retirement Planning, Inc. performs its advisory services is located at One Bradley Road, Woodbridge, CT 06525 9875, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 203-387-7887 or by fax 203-387-7478. The normal business hours are 8:30 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.regentretirement.com.