Andrew Randisi
Pennsylvania Capital Management · Pennsauken, New Jersey
Andrew Randisi is a fee-only financial advisor at Pennsylvania Capital Management in Pennsauken, New Jersey, who holds the CFP credential. Andrew focuses on estate & legacy planning, tax planning and family wealth transfer. Pennsylvania Capital Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- High earners
- Multi-generational families
Facts
| Firm | Pennsylvania Capital Management |
|---|---|
| Based in | Pennsauken, New Jersey |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $848.6M across 1,045 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NJ, PA, TX · CRD 7190191 |
| Firm size | 10 employees |
| Disclosures | None reported |
| Website | pcmadvisors.com |
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Questions about Andrew
Is Andrew Randisi a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Andrew holds no broker registration, and Pennsylvania Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Andrew charge for financial advice?
Andrew's firm, Pennsylvania Capital Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Andrew Randisi based?
Andrew Randisi is based in Pennsauken, New Jersey.
What does Andrew specialize in?
Andrew's specialties include estate & legacy planning, tax planning, family wealth transfer, retirement planning and small business owners. Andrew works with high earners and multi-generational families.
What credentials does Andrew Randisi hold?
Andrew Randisi holds the CFP credential.
Is Andrew Randisi registered with the SEC?
Yes. Andrew Randisi is registered as an investment adviser representative in NJ, PA and TX (CRD 7190191), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Pennsylvania Capital Management manage?
Pennsylvania Capital Management reports $848.6M across 1,045 accounts in assets under management.
How do I contact Andrew Randisi?
Through Andrew's website, pcmadvisors.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
- Pennsylvania Capital 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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