Aaron Randak
Golden Acre Wealth Management · Scottsdale, Arizona
Aaron Randak is a fee-only financial advisor at Golden Acre Wealth Management in Scottsdale, Arizona. Aaron charges a percentage of assets, a one-time planning fee and hourly fees (1.5% a year on the first tier of assets managed and no asset minimum) and focuses on retirement planning, tax planning and estate & legacy planning.
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Specialties
Who they serve
- Pre-retirees
- Retirees
- Tech employees
Facts
| Firm | Golden Acre Wealth Management |
|---|---|
| Based in | Scottsdale, Arizona |
| Fee model | Percentage of assets · One-time planning fee · Hourly |
| Fees (firm's website) | 1.5% a year on the first tier of assets managed · No asset minimum |
| Accepting new clients | Yes |
| Assets under management | $695K across 13 accounts |
| SEC registration | Investment adviser representative in AZ · CRD 7907120 |
| Exams passed | Series 65 (2025) · Series 66 (2025) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.goldenacrewealth.com |
| Profile |
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Questions about Aaron
Is Aaron Randak a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Aaron holds no broker registration, and Golden Acre Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Aaron charge for financial advice?
Aaron charges a percentage of assets, a one-time planning fee and hourly fees.
How much does Aaron charge?
According to Golden Acre Wealth Management's website, checked October 30, 2026: 1.5% a year on the first tier of assets managed; no asset minimum.
Where is Aaron Randak based?
Aaron Randak is based in Scottsdale, Arizona.
What does Aaron specialize in?
Aaron's specialties include retirement planning, tax planning, estate & legacy planning and equity compensation. Aaron works with pre-retirees, retirees and tech employees.
Is Aaron Randak registered with the SEC?
Yes. Aaron Randak is registered as an investment adviser representative in AZ (CRD 7907120), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Golden Acre Wealth Management manage?
Golden Acre Wealth Management reports $695K across 13 accounts in assets under management.
How do I contact Aaron Randak?
Through Aaron's website, www.goldenacrewealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Golden Acre Wealth Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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