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RegentAtlantic Review

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This review was produced by SmartAsset based on publicly available information. The named firm and its financial professionals have not reviewed, approved, or endorsed this review and are not responsible for its accuracy. Review content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named firm and its financial professionals, and firms and financial professionals having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s reviews. This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the firm mentioned in this review or its financial professionals.

One helpful aspect of RegentAtlantic is that the firm doesn’t just offer an array of advisory services; it also provides educational articles and blog posts to help its clients navigate their wealth management needs. The firm's blog focuses on several topics, including financial planning, estate planning, charitable giving, investment management, corporate executives, risk management, retirement planning and more. 

RegentAtlantic is a fee-only firm, meaning it doesn’t earn commissions for recommending investment products or generating trades. Instead, the firm generates compensation from asset-based fees, hourly fees and fixed fees.

Members of RegentAtlantic’s team hold professional designations such as certified financial planners (CFPs), chartered financial analysts (CFAs), certified public accountants (CPAs), certified investment management analysts (CIMAs) and more. 

RegentAtlantic also holds a place on SmartAsset's top financial advisors lists for Morristown and New Jersey

RegentAtlantic Background

This firm was founded in 1997 after EB Advisory Corp and Individual Asset Planning merged to form Bugen Stuart Korn & Cordaro. Bugen Stuart then changed its name to RegentAtlantic Capital, LLC in 2001. Another merger occurred in 2019, when RegentAtlantic Capital joined Hillview Capital Advisors, LLC. 

George Stapleton is the firm’s partner and chief executive officer (CEO).

RegentAtlantic Client Types and Minimum Account Sizes 

As for the firm’s client types, it currently serves non-high-net-worth and high-net-worth individuals, pension and profit sharing plans, trusts, estates, charitable organizations, investment funds, corporations and other business entities.

This firm doesn’t have a minimum account size requirement, but it does impose a $10,000 minimum annual fee. 

Services Offered by RegentAtlantic

RegentAtlantic offers the following advisory services:

  • Portfolio management
  • Financial planning
  • Pension consulting
  • Selection of other advisors
  • Educational seminars/workshops

RegentAtlantic Investment Philosophy 

RegentAtlantic’s investment process consists of five key steps: asset allocation, investment vehicle selection, management of a portfolio with individual equity securities, management of private funds and tax management. The firm says on its website that it aims to put its clients in a position to capture returns from market growth over time, while utilizing valuation opportunities.

The firm primarily invests in individual fixed income securities (bonds), equity securities (stocks), exchange-traded funds (ETFs), no-load and load-waived mutual funds, private funds, certificates of deposit (CDs) and structured notes.  

Fees Under RegentAtlantic

Though RegentAtlantic doesn’t publicly provide fee schedules for all of its advisory services, the firm discloses the exact rates for its consulting services and wealth management services. For consulting, RegentAtlantic charges fixed fees ranging from $5,000 to $25,000 and/or hourly fees ranging from $150 to $500.  

The firm has an asset-based, tiered wealth management fee schedule. This is what it looks like:

Wealth Management Fee Schedule
Amount in Assets Management Fee
First $5 million 1.00%
Next $5 million 0.50%
Above $10 million 0.25%

If you become a client of RegentAtlantic, here's an estimated breakdown of what you could expect to pay:

*Estimated investment management fees do not include brokerage, custodial, third-party manager or other fees, which can vary in amount.
Estimated Investment Management Fees at RegentAtlantic*
Your Assets RegentAtlantic Fee Amount
$500K $5,000
$1MM $10,000
$5MM $50,000
$10MM $75,000

Learn more about advisors' typical costs here.

RegentAtlantic Awards and Recognition

In 2021, RegentAtlantic was named by FA Magazine as one of the Top Registered Investment Advisors (RIAs). It was also named to Barron's 2021 list of America's best RIA firms.

What to Watch Out For

This firm has no disclosures reported on its Form ADV. The only thing to note is that you’ll have to pay a minimum annual fee of $10,000 if you have less than $1 million in assets. 

Opening an Account with RegentAtlantic 

You can set up an account with this firm by completing its online contact. You can also set up an appointment by calling (973) 425-8420, or you can visit the firm’s Morristown or New York offices. 

All information was accurate as of the writing of this article.

Tips for Finding a Financial Advisor

  • Investing is one of the most effective ways to save for long-term goals like paying off a mortgage or retiring at a certain age. If you’re not sure where to begin, our investment calculator can help you determine how much you’ll need to meet your goals. 
  • Finding a qualified financial advisor doesn’t have to be hard. SmartAsset’s free tool matches you with up to three financial advisors who serve your area, and you can interview your advisor matches at no cost to decide which one is right for you. If you’re ready to find an advisor who can help you achieve your financial goals, get started now.

How Long $1mm Lasts in Retirement

SmartAsset's interactive map highlights places where $1 million will last the longest in retirement. Zoom between states and the national map to see the top spots in each region. Also, scroll over any city to learn about the cost of living in retirement for that location.

Rank City Housing Expenses Food Expenses Healthcare Expenses Utilities Expenses Transportation Expenses

Methodology We analyzed data on average expenditures for seniors, cost of living and investment returns to determine how many years of retirement a $1 million nest egg would cover in cities across America.

First, we looked at data from the Bureau of Labor Statistics (BLS) on the average annual expenditures of seniors. We then applied cost of living data from the Council for Community and Economic Research to adjust those national average spending levels based on the costs of each expense category (housing, food, healthcare, utilities, transportation and other) in each city. Using this data, SmartAsset calculated the average cost of living for retirees in the largest U.S. cities.

We assumed the $1 million would grow at a real return (interest minus inflation) of 2%. Then, we divided $1 million by the sum of each of those annual numbers to determine how long $1 million would cover retirement expenses in each of the cities in our study. Cities where $1 million lasted the longest ranked the highest in the study.

Sources: Bureau of Labor Statistics (BLS), Council for Community and Economic Research