FAQ
Explore our most frequently asked questions about Regent Peak’s financial planning services. Can’t find your answer? Contact us directly for personalized guidance.
DOES YOUR TEAM SPECIALIZE IN THE TYPE OF CLIENTS YOU WORK WITH?
Our specialty is partnering with individuals and families that seek integrated wealth planning and well-rounded guidance. As fiduciaries, we act as a sounding board as we engage with your tax and estate professionals—or introduce you to them, if needed.
DO YOU WORK WITH CLIENTS LOCATED ONLY IN THE METRO-ATLANTA AREA?
No, we work with clients nationwide. While we sometimes meet in-person, technology allows convenient connectivity for clients everywhere.
ARE YOU OWNED BY ANOTHER ENTITY?
No. Since launching Regent Peak in 2019, we have remained fully independent to ensure top fiduciary standards.
WHAT AREAS OF FINANCIAL PLANNING DO YOU COVER?
We take a holistic approach that accounts for multiple facets of your life. We can work with you on retirement, estate, and education planning, cash flow management, and asset allocation. Each plan is customized to align with your goals.
WHY CHOOSE AN INDEPENDENT FINANCIAL ADVISOR?
As an independent fiduciary, we put your interests first. Unlike large firms with layers of management and limited options, we focus on strategies tailored to you, not company priorities.
HOW DO YOU STRUCTURE YOUR FEES?
We are not commission-based. During initial discovery conversations, we evaluate your situation and determine a fee structure based on assets under advisement.
HOW DO I GET PAIRED WITH SOMEONE ON YOUR TEAM?
We prioritize authentic connections to ensure you are paired with a team member best suited to partner with you on your financial journey.
HOW OFTEN WILL WE MEET OR ENGAGE WITH MY ADVISORY TEAM?
Engagement is flexible. At minimum, you’ll receive informal emails, phone calls, and one formal portfolio review per year. Frequency is tailored based on your needs uncovered early in the relationship.