Randy Siegel
Aletheian Wealth Advisors · Prescott, Arizona
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.
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Specialties
Who they serve
- Multi-generational families
Facts
| Firm | Aletheian Wealth Advisors |
|---|---|
| Based in | Prescott, Arizona |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $412.5M across 546 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in AZ, WA · CRD 4320650 |
| Exams passed | Series 63 (2001) · Series 65 (2001) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.aletheianadvisors.com |
How Randy's firm compares
- Aletheian Wealth Advisors's average account is about $756,000, from its Form ADV (assets managed divided by 546 accounts).
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Questions about Randy
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.
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
- Aletheian Wealth Advisors 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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