Firm
Randall Financial LLC
Albuquerque, New Mexico
Fee-only
Randall Financial LLC at a glance
- One of 29 fee-only firms based in New Mexico in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 38 individual clients, 4 of them high net worth.
- Its average account is about $174,000 (assets it manages divided by its 78 accounts).
Facts
| Based in | Albuquerque, New Mexico |
|---|---|
| Website | randall-financial.com |
Randall Financial LLC fees
Randall Financial LLC doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $14 million |
| Individual clients | 34 |
| High-net-worth clients | 4 |
| Accounts managed | 78 |
| Employees | 1 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | January 23, 2026 |
| SEC record | CRD 325328 |