# Kelly Randall

> Kelly Randall is a fee-only financial advisor at Burton Enright Welch in Walnut Creek, California, who holds the CFP credential. Kelly charges a percentage of assets (no asset minimum) and focuses on tax planning, estate & legacy planning and retirement planning.

Page: https://find.wellspent.co/advisors/kelly-randall/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Burton Enright Welch
- **Based in:** Walnut Creek, California
- **Fee model:** Percentage of assets
- **Fees (firm's website):** no asset minimum
- **Works virtually:** Yes (firm's website)
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $1.55B across 2,350 accounts
- **Credentials:** CFP
- **Specialties:** Tax planning, Estate & legacy planning, Retirement planning
- **Works with:** Multi-generational families, Executives
- **CRD:** 5932738 (https://adviserinfo.sec.gov/individual/summary/5932738)
- **SEC registration:** Investment adviser representative in CA
- **Exams passed:** Series 63 (2011), Series 65 (2014)
- **Firm size:** 19 employees
- **Disclosures:** None reported
- **Website:** http://www.bewinvest.com

## Frequently asked questions

### Is Kelly Randall a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Kelly holds no broker registration, and Burton Enright Welch reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Kelly charge for financial advice?

Kelly charges a percentage of assets.

### How much does Kelly charge?

According to Burton Enright Welch's website, checked October 30, 2026: no asset minimum.

### Does Kelly work with clients virtually?

Yes. Burton Enright Welch says on its website that it works with clients remotely.

### Where is Kelly Randall based?

Kelly Randall is based in Walnut Creek, California.

### What does Kelly specialize in?

Kelly's specialties include tax planning, estate & legacy planning and retirement planning. Kelly works with multi-generational families and executives.

### What credentials does Kelly Randall hold?

Kelly Randall holds the CFP credential.

### Is Kelly Randall registered with the SEC?

Yes. Kelly Randall is registered as an investment adviser representative in CA (CRD 5932738), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Burton Enright Welch manage?

Burton Enright Welch reports $1.55B across 2,350 accounts in assets under management.

### How do I contact Kelly Randall?

Through Kelly's website, www.bewinvest.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5932738): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://bewinvest.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.