Randazzo Capital Management, LLC fees and pricing

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.

Hourly rate

$250/hr

“Fees for retainer agreements are negotiated with each client and are typically charged as a fixed fee for a set of deliverables or on an hourly basis, generally based on a rate of $250 per hour.”

Flat or project fee

$1,000⁠-⁠$10,000

“Project consulting fees will generally range from $1,000 to $10,000, but may be more or less, depending on the scope of the services provided.”

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

How Randazzo Capital Management, LLC bills

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

• “Terminated accounts are credited the pro-rata unearned portion of fees for the quarter of termination only.”
• “Randazzo Capital Management considers project consulting services to be complete, and the agreement terminated upon delivery of the agreed upon project.”
• “Upon notice of termination, we will provide the client with an invoice for services provided through the date of termination.”

How Randazzo Capital Management, LLC’s fees compare

• Its hourly rate of $250 is below the California median of $300. 19% of the 932 other California planners that publish an hourly rate charge less.
• Its flat or project fee of $1,000-$10,000 spans the California median of $5,000. 57% of the 796 other California planners that publish a flat or project fee charge less.

About Randazzo Capital Management, LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP® and CPA.
• Registered as an adviser: 2018 (8 years).

Planning areas mentioned in the brochure

• Business owners

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

0.5% a year

Clients

59

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and newsletters and publications

Assets managed

$23,044,676

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

292900

Website

instagram.com/randazzocapital (opens in new tab)

Phone

(949) 939-1727

Can advise clients in 2 states: California, Michigan

Other planners in Rancho Mission Viejo that publish fees

• Klein Financial AdvisorsRancho Mission Viejo$200⁠-⁠$5,000/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
• 401 FinancialSan Diego$250/hr, $500
• 5T Wealth, LLCNapa$200⁠-⁠$450/hr

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