Charles Randall
Randall Financial LLC · Albuquerque, New Mexico
Charles Randall is a fee-only financial advisor at Randall Financial LLC in Albuquerque, New Mexico, who holds the CFP credential. Randall Financial LLC reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Randall Financial LLC |
|---|---|
| Based in | Albuquerque, New Mexico |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $13.6M across 78 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NM, TX · CRD 2209839 |
| Exams passed | Series 63 (1992) · Series 66 (2018) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | randall-financial.com |
| Profile |
How Charles's firm compares
- Randall Financial LLC's average account is about $174,000, from its Form ADV (assets managed divided by 78 accounts).
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Questions about Charles
Is Charles Randall a fee-only financial advisor?
Yes. Charles Randall is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Charles's firm.
How does Charles charge for financial advice?
Charles's firm, Randall Financial LLC, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Charles Randall based?
Charles Randall is based in Albuquerque, New Mexico.
What credentials does Charles Randall hold?
Charles Randall holds the CFP credential.
Is Charles Randall registered with the SEC?
Yes. Charles Randall is registered as an investment adviser representative in NM and TX (CRD 2209839), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Randall Financial LLC manage?
Randall Financial LLC reports $13.6M across 78 accounts in assets under management.
How do I contact Charles Randall?
Through Charles's website, randall-financial.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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