Kelly Randall
Burton Enright Welch · Walnut Creek, California
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.
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Specialties
Who they serve
- Multi-generational families
- Executives
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 |
| Accepting new clients | Yes |
| Assets under management | $1.55B across 2,350 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 5932738 |
| Exams passed | Series 63 (2011) · Series 65 (2014) |
| Firm size | 19 employees |
| Disclosures | None reported |
| Website | www.bewinvest.com |
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Questions about Kelly
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.
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
- Burton Enright Welch 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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