Randall Avery
Deasil Wealth Management, LLC · Decatur, Georgia
Randall Avery is a fee-only financial advisor at Deasil Wealth Management, LLC in Decatur, Georgia, who holds the CFP and CFA credentials. Randall charges a percentage of assets and focuses on retirement planning and small business owners.
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Specialties
Who they serve
- Pre-retirees
- Founders
Facts
| Firm | Deasil Wealth Management, LLC |
|---|---|
| Based in | Decatur, Georgia |
| Fee model | Percentage of assets |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $5.1M across 130 accounts |
| Credentials | CFP · CFA |
| SEC registration | Investment adviser representative in GA, TX · CRD 6413662 |
| Exams passed | Series 65 (2015) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | deasilwm.com |
| Profile |
How Randall's firm compares
- Deasil Wealth Management, LLC's average account is about $39,000, from its Form ADV (assets managed divided by 130 accounts).
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Questions about Randall
Is Randall Avery a fee-only financial advisor?
Yes. Randall Avery 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 Randall's firm.
How does Randall charge for financial advice?
Randall charges a percentage of assets.
Does Randall work with clients virtually?
Yes. Deasil Wealth Management, LLC says on its website that it works with clients remotely.
Where is Randall Avery based?
Randall Avery is based in Decatur, Georgia.
What does Randall specialize in?
Randall's specialties include retirement planning and small business owners. Randall works with pre-retirees and founders.
What credentials does Randall Avery hold?
Randall Avery holds the CFP and CFA credentials.
Is Randall Avery registered with the SEC?
Yes. Randall Avery is registered as an investment adviser representative in GA and TX (CRD 6413662), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Deasil Wealth Management, LLC manage?
Deasil Wealth Management, LLC reports $5.1M across 130 accounts in assets under management.
How do I contact Randall Avery?
Through Randall's website, deasilwm.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
- Deasil Wealth Management, LLC 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.
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