# Randall Loemker

> Randall Loemker is a fee-only financial advisor at TruePath Financial Planning in Prescott, Arizona, who holds the CFP credential. Randall charges hourly fees, a percentage of assets and a one-time planning fee ($250 an hour and 1% a year on the first tier of assets managed) and focuses on retirement planning and tax planning.

Page: https://find.wellspent.co/advisors/randall-loemker/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** TruePath Financial Planning
- **Based in:** Prescott, Arizona
- **Fee model:** Hourly; Percentage of assets; One-time planning fee
- **Fees (firm's website):** $250 an hour; 1% a year on the first tier of assets managed
- **Assets under management (firm):** $36.7M across 215 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning, Tax planning
- **CRD:** 5663458 (https://adviserinfo.sec.gov/individual/summary/5663458)
- **SEC registration:** Investment adviser representative in NM
- **Exams passed:** Series 65 (2009)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** http://www.truepathfp.com

## Frequently asked questions

### Is Randall Loemker a fee-only financial advisor?

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

### How does Randall charge for financial advice?

Randall charges hourly fees, a percentage of assets and a one-time planning fee.

### How much does Randall charge?

According to TruePath Financial Planning's website, checked October 30, 2026: $250 an hour; 1% a year on the first tier of assets managed.

### Where is Randall Loemker based?

Randall Loemker is based in Prescott, Arizona.

### What does Randall specialize in?

Randall's specialties include retirement planning and tax planning.

### What credentials does Randall Loemker hold?

Randall Loemker holds the CFP credential.

### Is Randall Loemker registered with the SEC?

Yes. Randall Loemker is registered as an investment adviser representative in NM (CRD 5663458), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does TruePath Financial Planning manage?

TruePath Financial Planning reports $36.7M across 215 accounts in assets under management.

### How do I contact Randall Loemker?

Through Randall's website, www.truepathfp.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5663458): 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
- The firm's website (https://www.truepathfp.com/): specialties, clients served, and fees, checked October 30, 2026

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