Regent Peak Wealth Advisors, LLC

Regent Peak Wealth Advisors, LLC is a registered investment adviser based in Atlanta, GA, established in May 2019. The firm offers discretionary portfolio management services, allowing clients to grant authority for investment decisions. Clients may also opt for non-discretionary portfolio management, where they must approve transactions. The firm primarily advises on ETFs and Equities, with model portfolios designed for varying risk tolerances. Financial planning services are also available, tailored to individual needs and goals. Regent Peak charges an annual fee based on a percentage of assets under management, with rates ranging from 0.60% to 1.30%. The firm does not participate in wrap fee programs or accept performance-based fees. Clients have the option to roll over retirement assets to an IRA managed by the firm, subject to asset-based fees. Regent Peak does not vote proxies on behalf of clients and does not have custody of client funds. The firm may recommend third-party money managers and engages in aggregated trading for discretionary accounts. Clients are responsible for voting proxies and have the option to participate in class action lawsuits. Regent Peak does not have any financial conditions impairing its ability to meet commitments. The firm does not have any disciplinary information or affiliations with other financial entities.