Randall & Associates Wealth Management fees and pricing
Financial planner in Butler, Pennsylvania. Registered with the SEC.
According to its Form ADV Part 2A brochure dated January 29, 2026, Randall & Associates Wealth Management charges an annual fee of $20,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed January 29, 2026. Fees can change, so confirm with the firm before you hire them.
- Annual fee
- $20,000/yr
“There is no minimum fee required for financial planning or consulting services; however financial planning and consulting fees shall generally not exceed $20,000 annually.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Randall & Associates Wealth Management bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees for financial planning and consulting services are billed at a fixed or hourly rate.”
- “Fees are billed either in advance or arrears based upon the needs of the client.”
- “When billed hourly, fees generally range from $200-450 per hour.”
How Randall & Associates Wealth Management’s fees compare
- Its annual fee of $20,000 is above the Pennsylvania median of $6,000. 81% of the 74 other Pennsylvania planners that publish an annual fee charge less.
About Randall & Associates Wealth Management
“About Our Firm Randall & Associates Wealth Management, Inc. (“Randall & Associates”) is a registered investment adviser that provides investment management and financial advisory services to individual and institutional investors to help them achieve their financial needs and goals.”
- Firm size: 3 employees.
- Meets clients remotely: the brochure mentions virtual or online meetings.
- Registered as an adviser: 2022 (4 years).
Planning areas mentioned in the brochure
- Insurance analysis
- Cash flow and budgeting
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
- 1.5% a year
- Minimum
- No minimum stated in brochure
- Clients
- 166
- Employees
- 3
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and pension consulting
- Assets managed
- $167,249,376
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 323846
- Phone
- (724) 602-0075
Can advise clients in 2 states: Pennsylvania, Texas
Other planners in Pennsylvania that publish fees
- 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
- A. Neff Associates LLCPittsburgh$150/hr
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.