Michael Randall
Oak Summit Wealth Management · San Diego, California
Michael Randall is a fee-only financial advisor at Oak Summit Wealth Management in San Diego, California, who holds the CFP, CFA and EA credentials. Michael charges an ongoing planning fee and focuses on retirement planning, estate & legacy planning and divorce financial planning.
Request an introduction to Michael →
Specialties
Who they serve
- Retirees
- Pre-retirees
- Founders
- Divorced individuals
- Mid-life transitions
Facts
| Firm | Oak Summit Wealth Management |
|---|---|
| Based in | San Diego, California |
| Fee model | Ongoing planning fee |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $82.0M across 250 accounts |
| Credentials | CFP · CFA · EA |
| SEC registration | Investment adviser representative in CA · CRD 6889609 |
| Exams passed | Series 65 (2017) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | oaksummit.com |
| Profile |
How Michael's firm compares
- Oak Summit Wealth Management's average account is about $328,000, from its Form ADV (assets managed divided by 250 accounts).
Request an introduction to Michael
Tell Michael a little about what you're looking for. Michael isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Michael
Is Michael Randall a fee-only financial advisor?
Yes. Michael 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 Michael's firm.
How does Michael charge for financial advice?
Michael charges an ongoing planning fee.
Does Michael work with clients virtually?
Yes. Oak Summit Wealth Management says on its website that it works with clients remotely.
Where is Michael Randall based?
Michael Randall is based in San Diego, California.
What does Michael specialize in?
Michael's specialties include retirement planning, estate & legacy planning, divorce financial planning and small business owners. Michael works with retirees, pre-retirees, founders, divorced individuals and mid-life transitions.
What credentials does Michael Randall hold?
Michael Randall holds the CFP, CFA and EA credentials.
Is Michael Randall registered with the SEC?
Yes. Michael Randall is registered as an investment adviser representative in CA (CRD 6889609), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Oak Summit Wealth Management manage?
Oak Summit Wealth Management reports $82.0M across 250 accounts in assets under management.
How do I contact Michael Randall?
Through Michael's website, oaksummit.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
- Oak Summit Wealth Management website : specialties, clients served, and fees, checked October 28, 2026
- 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.
See something wrong? Request a correction. Read our methodology.