UBS Financial Services
47yrs
Top 1% by experience in Atlanta
New
Tracy Kasing
Financial advisor at Regimen Wealth
Tracy Kasing is a financial advisor in Atlanta, Georgia, registered since Jan 2026. Tracy joined Regimen Wealth in 2026, a firm offering financial planning, investment management, and selecting outside investment managers. Tracy holds the CFP® designation.
At a glance
ExperienceNew to the profession (since Jan 2026)
How that compares ?New to the profession
Office3300 Riverwood Parkway Suite 1030, Atlanta, GA 30339
FirmRegimen Wealth
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$1.69 million
Advisors at the firm5
States licensed ?1 state
Services through Regimen Wealth
Financial planningInvestment management for individuals and small businessesChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
None listed.
Career
- Jan 2026 – nowRegimen Wealth, LLCCurrent firm
Questions to ask Tracy
Tailored to Tracy’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Tracy
How do I contact Tracy?
Call Regimen Wealth at 770-738-8200 and ask for Tracy Kasing. Tracy works from the Atlanta, GA office.
How long has Tracy been a financial advisor?
Tracy is new to the profession, registered since Jan 2026, and holds 0 licenses.
What licenses does Tracy hold?
No exams are listed on the official record.
Is Tracy a fiduciary?
Tracy is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Tracy paid?
Regimen Wealth reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Tracy for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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