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    • Regency Investment Advisors

    Financial planner Fresno, CA
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    74 / 100

    BizScore

    AI Visibility
    65
    SEO Performance
    84
    Local Citations
    —
    Google Rating
    100
    Profile Complete
    83

    About Regency Investment Advisors

    Plancorp is a fee-only wealth management firm that delivers holistic financial planning and investment management for high-net-worth individuals, business owners, and institutions. With a fiduciary-first approach, they integrate wealth preservation, retirement solutions, and equity compensation strategies across five U.S. offices, managing over $9.6 billion in assets. Their culture emphasizes proactive advocacy, data-driven insights, and long-term partnerships.

    Services:

    • Business Retirement Plans
    • Equity Compensation Solutions
    • Financial Planning
    • Institutional Asset Management
    • Wealth Management

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    AI Visibility Score

    How visible is this business to AI-powered search engines

    65 /100

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    SEO Score

    Technical SEO health and search engine optimization

    84 /100
    On-Page
    53/100
    Technical
    100/100
    Performance
    0/100
    Content
    100/100

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    Local SEO Coverage

    Directory presence and NAP consistency

    — /100
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