Randa Wealth Strategies fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 2, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$200/hr

“Financial planning services are also offered for an hourly fee of $200 and not to exceed 12 hours.”

Flat or project fee

$995

“CORE PLANNING $995 or five (5) installments of $199 ELITE PLANNING $1645 or five (5) installments of $329 PREMIER PLANNING $3395 or five (5) installments of $679 CORE Annual Suitability check and Review Payment Options:”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Randa Wealth Strategies bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Fees are billed monthly in arrears based on the amount of assets managed as of the close of business on the last business day of each month.”
• “For accounts opened or closed midbilling period, fees will be prorated based on the days services are provided during the given period.”
• “Clients can choose to pay for financial planning services via check, EFT or credit card.”

How Randa Wealth Strategies’ fees compare

• Its hourly rate of $200 is below the Pennsylvania median of $250. 16% of the 267 other Pennsylvania planners that publish an hourly rate charge less.
• Its flat or project fee of $995 is below the Pennsylvania median of $3,650. 12% of the 232 other Pennsylvania planners that publish a flat or project fee charge less.

About Randa Wealth Strategies

• Principal: Jonathan Guzman
• Solo practice: one person runs the firm, so you work directly with the planner.
• Meets clients remotely: the brochure mentions virtual or online meetings.
• Founded: 2015 (11 years).

Planning areas mentioned in the brochure

• College planning

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Employees

1

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and pension consulting

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

322339

Website

randawealthstrategies.com (opens in new tab)

Phone

(610) 515-0601

Can advise clients in 2 states: New Jersey, Pennsylvania

Other planners in Easton that publish fees

• Emancipare Investment AdvisorsEaston$199/hr, $699
• 100 Plus PlanningCenter Valley$1,000⁠-⁠$6,000
• 10TH Street CapitalPhiladelphia$300/hr, $3,000⁠-⁠$20,000
• 2ND Story Wealth PlannersPlymouth Meeting$400/hr, $3,000⁠-⁠$6,000
• 80 West Asset Management, LLCPittsburgh$250/hr, $2,000/yr
• A Better Way Financial, LLCAllentown$500⁠-⁠$2,399/yr

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