# Randal Best

> Randal Best is a fee-only financial advisor at Planvision in Fuquay-Varina, North Carolina, who holds the CFP and ChFC credentials. Planvision reports charging fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/randal-best/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Planvision
- **Based in:** Fuquay-Varina, North Carolina
- **Fee model (firm's Form ADV):** Fixed fees
- **Credentials:** CFP, ChFC
- **CRD:** 2213398 (https://adviserinfo.sec.gov/individual/summary/2213398)
- **SEC registration:** Investment adviser representative in WA
- **Exams passed:** Series 63 (1999), Series 65 (2005)
- **Firm size:** 10 employees
- **Disclosures:** None reported
- **Website:** http://www.planvisionclients.com

## Frequently asked questions

### Is Randal Best a fee-only financial advisor?

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

### How does Randal charge for financial advice?

Randal's firm, Planvision, reports charging fixed fees on its SEC Form ADV.

### Where is Randal Best based?

Randal Best is based in Fuquay-Varina, North Carolina.

### What credentials does Randal Best hold?

Randal Best holds the CFP and ChFC credentials.

### Is Randal Best registered with the SEC?

Yes. Randal Best is registered as an investment adviser representative in WA (CRD 2213398), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How do I contact Randal Best?

Through Randal's website, www.planvisionclients.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2213398): 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

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