Randall Schaible
Montis Financial · Norristown, Pennsylvania
Randall Schaible is a fee-only financial advisor at Montis Financial in Norristown, Pennsylvania, who holds the CFP and CFA credentials. Montis Financial reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to Randall →
Facts
| Firm | Montis Financial |
|---|---|
| Based in | Norristown, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $1.26B across 1,976 accounts |
| Credentials | CFP · CFA |
| SEC registration | Investment adviser representative in MA, PA · CRD 6710293 |
| Exams passed | Series 65 (2016) |
| Firm size | 26 employees |
| Disclosures | None reported |
| Website | montisfinancial.com |
How Randall's firm compares
- Montis Financial's average account is about $637,000, from its Form ADV (assets managed divided by 1,976 accounts).
Request an introduction to Randall
Tell Randall a little about what you're looking for. Randall isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Randall
Is Randall Schaible a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Randall holds no broker registration, and Montis Financial 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's firm, Montis Financial, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Randall Schaible based?
Randall Schaible is based in Norristown, Pennsylvania.
What credentials does Randall Schaible hold?
Randall Schaible holds the CFP and CFA credentials.
Is Randall Schaible registered with the SEC?
Yes. Randall Schaible is registered as an investment adviser representative in MA and PA (CRD 6710293), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Montis Financial manage?
Montis Financial reports $1.26B across 1,976 accounts in assets under management.
How do I contact Randall Schaible?
Through Randall's website, montisfinancial.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.
See something wrong? Request a correction. Read our methodology.