Randall Stone Financial fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed June 7, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$200/hr

“For consultation, research, analysis, implementation, monitoring, investment management, and general comprehensive financial planning services provided, Client shall pay Randall Stone Financial a fee of $200.00 per hour.”

Annual fee

$500/yr

“Prior to any services being provided by Randall Stone Financial to Client, an initial retainer of $500 is due upon the signing of the Agreement and the balance of payment is due and payable at the time the financial findings are presented and the written plan is presented.”

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

How Randall Stone Financial bills

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

• “Financial Planner’s time, including phone conversations in excess of ten minutes, will be billed in ten-minute increments for each initial period, and billed in five-minute increments after each initial ten-minute period has transpired.”
• “Hourly fees and expenses will be itemized and billed monthly and are due and payable within fifteen days of the invoice date.”
• “Clients may elect to be billed in advance or arrears each calendar quarter.”

How Randall Stone Financial’s fees compare

• Its hourly rate of $200 is below the California median of $300. 9% of the 932 other California planners that publish an hourly rate charge less.
• Its annual fee of $500 is below the California median of $6,250. 1% of the 224 other California planners that publish an annual fee charge less.

About Randall Stone Financial

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2012 (14 years).

Planning areas mentioned in the brochure

• Tax planning
• Estate 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

2.5% a year

Employees

1

Services reported to regulators

Financial planning

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

142729

Website

randallstone.com (opens in new tab)

Phone

(530) 267-6150

Other planners in Chico that publish fees

• Altum Wealth AdvisorsChico$3,000⁠-⁠$10,000
• Sweeney & Michel, LLCChico$250/hr, $1,500⁠-⁠$10,000
• Waller Financial CoachingChico$10,000⁠-⁠$150,000/yr
• 10/28 Wealth Management LLCOceanside$300/hr, $500⁠-⁠$10,000
• 360DividendsGranite Bay$300/hr, $2,500⁠-⁠$10,000
• 3D Holistic WealthIrvine$300/hr, $1,500⁠-⁠$10,000

Compare all 6 planners in Chico