Regent's Wealth Planning

Regent's Wealth Planning

Regent's Wealth Planning launched in 2024 and registered as an investment adviser based in Cedarville, Ohio. The firm reflects a generation of advisers building multi-generational planning practices around tax-aware portfolio construction rather than product distribution. Its foundational service lines span investment planning, retirement planning, and tax planning, structured for individuals, high-net-worth families, and small business owners. The firm's strategy centers on integrated wealth management — combining asset allocation with tax optimization and retirement-income modeling. Its disclosed client base suggests an advisory book built initially around local business owners and professionals in southwestern Ohio. The geographic footprint remains concentrated in the Cedarville market, with no public record of additional offices or multi-state registration. The firm's public filings as a registered investment adviser confirm its launch date and service scope, though it has not disclosed assets under management, team headcount, or a named investment committee. No separate foundation, club membership, or adjacent operating vehicle appears in public records. The practice structure — a single-location RIA serving individuals and small businesses — suggests early-stage organic growth without institutional capital or external partnerships. What distinguishes Regent's is its timing and structure: a 2024 launch as a fee-only RIA in a market where consolidation is pushing many small advisers toward aggregator platforms. By remaining independent and advice-driven rather than product-linked, the firm's architecture mirrors the early DNA of multi-family offices that scale through professional referrals and tax-planning expertise rather than asset-gathering campaigns.