Randolph Elder, CFP fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 13, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$125/hr

“My standard fee for financial planning activities is $125 per hour.”

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

How Randolph Elder, CFP bills

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

• “The fee is payable at the end of each quarter.”
• “My fee is deducted from your account with your permission through a limited power of attorney and are payable at the end of each quarter.”
• “You may also ask to be billed directly for my services.”

How Randolph Elder, CFP’s fees compare

• Its hourly rate of $125 is below the California median of $300. 2% of the 932 other California planners that publish an hourly rate charge less.

About Randolph Elder, CFP

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2003 (23 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, percentage of assets under management

Charges a % of assets

Yes

Clients

30

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$17,961,200

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

128903

Website

elderfinancial.biz (opens in new tab)

Phone

(916) 652-8555

Other planners in Loomis that publish fees

• JC Financial ServicesLoomis$250/hr, $250/mo
• 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

Compare all 1,914 planners in California