Randal Best
Planvision · Fuquay-Varina, North Carolina
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.
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Facts
| Firm | Planvision |
|---|---|
| Based in | Fuquay-Varina, North Carolina |
| Fee model (firm's Form ADV) | Fixed fees |
| Credentials | CFP · ChFC |
| SEC registration | Investment adviser representative in WA · CRD 2213398 |
| Exams passed | Series 63 (1999) · Series 65 (2005) |
| Firm size | 10 employees |
| Disclosures | None reported |
| Website | www.planvisionclients.com |
| Profile |
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Questions about Randal
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.
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
- 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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