Randa Hoffman
RADIANT Wealth Planning · Palo Alto, California
Randa Hoffman is a fee-only financial advisor at RADIANT Wealth Planning in Palo Alto, California. Randa focuses on equity compensation, retirement planning and estate & legacy planning. RADIANT Wealth Planning reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Executives
- Founders
Facts
| Firm | RADIANT Wealth Planning |
|---|---|
| Based in | Palo Alto, California |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Fees (firm's website) | A $1,000,000 asset minimum |
| Accepting new clients | Yes |
| Assets under management | $14.7M across 103 accounts |
| SEC registration | Investment adviser representative in AK, CA, TX, VA, WA · CRD 6924690 |
| Exams passed | Series 66 (2018) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.radiantwealthplanning.com |
| Profile |
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Questions about Randa
Is Randa Hoffman a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Randa holds no broker registration, and RADIANT Wealth Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Randa charge for financial advice?
Randa's firm, RADIANT Wealth Planning, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
How much does Randa charge?
According to RADIANT Wealth Planning's website, checked October 30, 2026: a $1,000,000 asset minimum.
Where is Randa Hoffman based?
Randa Hoffman is based in Palo Alto, California.
What does Randa specialize in?
Randa's specialties include equity compensation, retirement planning, estate & legacy planning, tax planning, small business owners and pension planning. Randa works with executives and founders.
Is Randa Hoffman registered with the SEC?
Yes. Randa Hoffman is registered as an investment adviser representative in AK, CA, TX, VA and WA (CRD 6924690), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does RADIANT Wealth Planning manage?
RADIANT Wealth Planning reports $14.7M across 103 accounts in assets under management.
How do I contact Randa Hoffman?
Through Randa's website, www.radiantwealthplanning.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
- RADIANT Wealth Planning 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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