Randall Financial LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 23, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“Our hourly rate is $250.”

Flat or project fee

$500⁠-⁠$12,000

“Fixed fee rates range between $500 and $12,000.”

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

How Randall Financial LLC bills

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

• “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”
• “Fees are paid monthly in advance at a rate of up to $2,000 per month.”
• “Fees are negotiable and the final agreed upon fee will be outlined in your Advisory Contract.”

How Randall Financial LLC’s fees compare

• Its hourly rate of $250 is below the New Mexico median of $300. 27% of the 26 other New Mexico planners that publish an hourly rate charge less.
• 1 of the 15 other planners in Albuquerque that publish an hourly rate charge less.
• Its flat or project fee of $500-$12,000 spans the New Mexico median of $4,000. 81% of the 16 other New Mexico planners that publish a flat or project fee charge less.
• 8 of the 10 other planners in Albuquerque that publish a flat or project fee charge less.

About Randall Financial LLC

• Principal: Charles Randall
• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Meets clients remotely: the brochure mentions virtual or online meetings.
• Registered as an adviser: 2023 (3 years).

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• Business owners
• Equity compensation
• 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

1.1% a year

Clients

38

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

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

Assets managed

$13,603,424

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

325328

Website

randall-financial.com (opens in new tab)

Phone

(505) 207-2046

Other planners in Albuquerque that publish fees

• Be Brave Not Broke LLCAlbuquerque$300/hr
• Drucker, David J. Dba Sunset Financial ManagementAlbuquerque$5,000
• Ego Death Financial LLCAlbuquerque$200⁠-⁠$2,160
• Financial Design & ResearchAlbuquerque$300⁠-⁠$600/hr, $3,000
• Hanseatic Management Services IncAlbuquerque$400/hr, $3,000
• Intentional Finance, LLCAlbuquerque$500/hr, Up to $20,000

Compare all 24 planners in Albuquerque