Randall Loemker
TruePath Financial Planning · Prescott, Arizona
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.
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Specialties
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 | $36.7M across 215 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NM · CRD 5663458 |
| Exams passed | Series 65 (2009) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.truepathfp.com |
How Randall's firm compares
- The hourly rate is $250, below the US median of $300 for fee-only firms that publish prices.
- TruePath Financial Planning's average account is about $171,000, from its Form ADV (assets managed divided by 215 accounts).
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Questions about Randall
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.
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
- TruePath Financial 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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