# Randy Siegel

> Randy Siegel is a fee-only financial advisor at Aletheian Wealth Advisors in Prescott, Arizona, who holds the CFP credential. Randy focuses on estate & legacy planning and family wealth transfer. Aletheian Wealth Advisors reports charging a percentage of assets and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Aletheian Wealth Advisors
- **Based in:** Prescott, Arizona
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $412.5M across 546 accounts
- **Credentials:** CFP
- **Specialties:** Estate & legacy planning, Family wealth transfer
- **Works with:** Multi-generational families
- **CRD:** 4320650 (https://adviserinfo.sec.gov/individual/summary/4320650)
- **SEC registration:** Investment adviser representative in AZ, WA
- **Exams passed:** Series 63 (2001), Series 65 (2001)
- **Firm size:** 6 employees
- **Disclosures:** None reported
- **Website:** https://www.aletheianadvisors.com

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Randy holds no broker registration, and Aletheian Wealth Advisors 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, Aletheian Wealth Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Randy Siegel based?

Randy Siegel is based in Prescott, Arizona.

### What does Randy specialize in?

Randy's specialties include estate & legacy planning and family wealth transfer. Randy works with multi-generational families.

### What credentials does Randy Siegel hold?

Randy Siegel holds the CFP credential.

### Is Randy Siegel registered with the SEC?

Yes. Randy Siegel is registered as an investment adviser representative in AZ and WA (CRD 4320650), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Aletheian Wealth Advisors manage?

Aletheian Wealth Advisors reports $412.5M across 546 accounts in assets under management.

### How do I contact Randy Siegel?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4320650): 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.aletheianadvisors.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.