Regency Wealth Management

Regency Wealth Management

Timothy Parker launched Regency Wealth Management in 2004 in Ramsey, New Jersey, building a fee-only RIA that directly ties advisor compensation to client-paid fees rather than third-party commissions. The firm positions itself as a fiduciary to high-net-worth families, businesses, and small institutional investors across the United States. Its leadership layer stacks three managing partners — Parker as CEO, Bryan Kabot as COO, and Mark Reitsma as CCO — a governance structure more common at multi-billion-dollar RIAs than at a firm overseeing its reported scale. Regency operates across asset management, comprehensive financial planning, and estate strategy, with an emphasis on goal-based, research-driven allocation. The firm's website cites institutional investing and values-based mandates alongside traditional wealth management, though it does not publicly name individual portfolio companies or fund commitments. Its advisory team carries a concentration of CFA, CFP, AEP, CMFC, and AAMS designations, signaling an internal preference for credential-heavy, generalist advisors over narrow asset-class specialists. Public disclosures point to a single-location model serving a nationally dispersed client base from northern New Jersey. Regency disclosed managing more than $600 million in a 2018 press release and has not updated that figure publicly since. A team of ten listed professionals anchors the operation; the leadership roster includes Mark Andraos as Partner & Wealth Advisor and Andrew Aran as Partner & Director of New Business Development. The firm promotes an extended network of external attorneys, accountants, and tax specialists rather than in-house legal or tax advisory units. A 2026 SEC investment advisory filing noted operational updates — the only dated regulatory milestone in the last two years — while partner Mark Reitsma's Kilimanjaro climb for City Relief surfaced as a community engagement marker. Regency's structural distinction lies in its multi-partner, fee-only architecture applied at a sub-scale AUM level. Most RIAs at its reported asset base operate with a single majority owner and a less formalized C-suite; Regency instead locked in three managing partners across executive, operations, and compliance functions from early in its lifecycle. This governance density, combined with a fiduciary-only revenue model, removes the product-distribution incentive that drives conflict at commission-based peers — a posture that appeals to families seeking institutional-grade process without institutional distance.