Randy Lundy
PracticeCFO · Seattle, Washington
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.
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Specialties
Who they serve
- Physicians
Facts
| Firm | PracticeCFO |
|---|---|
| Based in | Seattle, Washington |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $401.6M across 1,078 accounts |
| SEC registration | Investment adviser representative in AK, CA, PA, TX, WA · CRD 7265132 |
| Exams passed | Series 65 (2020) |
| Firm size | 32 employees |
| Disclosures | None reported |
| Website | www.practicecfo.com |
Request an introduction to Randy
Tell Randy a little about what you're looking for. Randy 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 Randy
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.
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
- PracticeCFO 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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