# Reagan Financial Planning LLC

> Reagan Financial Planning LLC is a state-registered investment advisory firm in Oxford, GA, registered since 2016, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 23, 2026.

- CRD: 284103
- Filed as: REAGAN FINANCIAL PLANNING LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Oxford, GA
- Filing period: October 2026
- Form ADV filing dated: March 23, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/284103
- AdvisorCensus page: https://advisorcensus.com/firm/reagan-financial-planning-llc-oxford-ga-284103

## Quick answers

**How is Reagan Financial Planning LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Reagan Financial Planning LLC reports these compensation arrangements: hourly charges; other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Reagan Financial Planning LLC located?**
Reagan Financial Planning LLC's principal office is in Oxford, GA, according to its Form ADV.

**Is Reagan Financial Planning LLC registered with the SEC or a state?**
Reagan Financial Planning LLC is a state-registered investment advisory firm, registered since 2016. Status as filed: APPROVED. CRD 284103.

**How much does Reagan Financial Planning LLC manage?**
Reagan Financial Planning LLC reports $8,440,000 in regulatory assets under management in its Form ADV filing dated March 23, 2026 (100% discretionary).

**What types of clients does Reagan Financial Planning LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (28); high net worth individuals (4).

**Does Reagan Financial Planning LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/284103

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Other

### Regulatory assets under management (Item 5.F)
- Total: $8,440,000
- Discretionary: $8,440,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 28 | $4,965,000 |
| High net worth individuals | 4 | $3,475,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Other

### Firm details
- Registered since: 2016 (10 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: GA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- reaganfinancialplanning.com
- Facebook @reaganfinancialplanning

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Reagan Financial Planning LLC (CRD 284103): Form ADV filing data as of October 2026.