# Randy Lundy

> Randy Lundy is a fee-only financial advisor at PracticeCFO in Seattle, Washington. Randy focuses on physicians & residents, small business owners and tax planning. PracticeCFO reports charging a percentage of assets and fixed fees on its Form ADV.

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

## Facts

- **Firm:** PracticeCFO
- **Based in:** Seattle, Washington
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $401.6M across 1,078 accounts
- **Specialties:** Physicians & residents, Small business owners, Tax planning, Retirement planning
- **Works with:** Physicians
- **CRD:** 7265132 (https://adviserinfo.sec.gov/individual/summary/7265132)
- **SEC registration:** Investment adviser representative in AK, CA, PA, TX, WA
- **Exams passed:** Series 65 (2020)
- **Firm size:** 32 employees
- **Disclosures:** None reported
- **Website:** https://www.practicecfo.com/

## Frequently asked questions

### Is Randy Lundy a fee-only financial advisor?

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

### How does Randy charge for financial advice?

Randy's firm, PracticeCFO, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Randy Lundy based?

Randy Lundy is based in Seattle, Washington.

### What does Randy specialize in?

Randy's specialties include physicians & residents, small business owners, tax planning and retirement planning. Randy works with physicians.

### Is Randy Lundy registered with the SEC?

Yes. Randy Lundy is registered as an investment adviser representative in AK, CA, PA, TX and WA (CRD 7265132), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does PracticeCFO manage?

PracticeCFO reports $401.6M across 1,078 accounts in assets under management.

### How do I contact Randy Lundy?

Through Randy's website, www.practicecfo.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7265132): 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://practicecfo.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.