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John Michael Randall

Advisor at Financial Management Network Inc — Cedar Park, TX

Updated today

Credentials

Series 63, Series 66

Experience

22 years

Location

Cedar Park, TX

Financial Management Network Inc logo

Financial Management Network Inc

Team

Total advisors

21

Across 3 offices

Clients per advisor

66 High

Avg AUM per client

$1,105,209 Typical

HNW client ratio

33% Typical

About

John Randall is a financial advisor with Financial Management Network Inc in Cedar Park, TX, holding Series 63 and Series 66 credentials and 22 years of industry experience. He has worked at several firms including StoneX Financial Inc., Bridge Street Securities LLC, and MassMutual. In addition to his advisory role, Randall holds supervisory positions related to advertising and compliance review for multiple financial services firms. Financial Management Network provides discretionary and nondiscretionary portfolio management, financial planning, and consulting to individual and institutional clients, including high-net-worth individuals, trusts, and corporate pension plans. The firm employs a strategic asset allocation approach supported by historical risk analysis and probability-based planning, combined with targeted active management, and offers a range of related services including tax preparation and bookkeeping consulting.

Client services

Based on Financial Management Network Inc

Financial planning Portfolio management Pension consulting

Expertise

Based on Financial Management Network Inc

General retirement planning General tax planning Wealth management Cash flow / budgeting

Occupation focus

Based on Financial Management Network Inc

Founder/Business Owner Retired

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Fee options

Fixed

Financial planning fees range from $500 to $25,000; quarterly consulting fees range from $500 to $25,000 annually; Quicken consulting fees from $300 to $500; Quicken Bookkeeping consulting $500 to $3,500 per month; QuickBooks Bookkeeping consulting $125 to $500 per month; income tax preparation fees vary by complexity

Percentage

$0 - $200,000: 1.00% annual fee $200,001 - $500,000: 0.80% annual fee $500,001 - $1,000,000: 0.70% annual fee Over $1,000,000+: 0.60% annual fee

Project-based

Hourly consulting at $300 per hour

Other

Account minimum: $200,000 minimum for Management accounts opened after July 1, 2002; $50,000 minimum for Model Portfolio Management; $100,000 minimum for FM6 Management; no minimum for other services Minimum fee: Minimum annual fee of $1,000 for management accounts opened prior to July 1, 2002 Fee-only: Financial planning fees range from $500 to $25,000; hourly consulting at $300 per hour; quarterly consulting fees range from $500 to $25,000 annually; Quicken consulting fees from $300 to $500; Quicken Bookkeeping consulting $500 to $3,500 per month; QuickBooks Bookkeeping consulting $125 to $500 per month; income tax preparation fees vary by complexity

Location

See office

Cedar Park, TX

Cedar Park TX

Advisors at this office

1

Most active in

Texas

Work history

22 years of industry experience

StoneX Financial Inc.

2021 - Present • 5 years

Cedar Park, TX

Bridge Street Securities LLC

2021 - Present • 5 years

San Francisco, CA

MML Investors Services, LLC

2018 - Present • 8 years

Cedar Park, TX

MassMutual

2018 - Present • 8 years

Springfield, MA

StashInvest

2015 - 2017 • 2 years

New York, NY

Brokers International Financial Services

2015 - Present • 11 years

Austin, TX

Red Oak Compliance Solutions LLC

2013 - Present • 13 years

Austin, TX

Kestra Investment Services, LLc

2012 - 2013 • 1 year

Austin, TX

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Conner Y

Series 66

Pflugerville, TX

Baskets Capital LLC

I was 13 years old when I started investing. My grandfather taught me. Instead of fishing or watching baseball during summers together, he walked me through options trading (not the safest way to invest lol). Buying and selling puts, running iron condors and writing covered calls. Most kids my age were at camps or on the swim team. I was learning about risk, free cash flow, and what it means to actually own a piece of a business. I was obsessed. I kept investing through college, eventually realizing there was a whole world beyond picking stocks. Tax planning. Estate planning. Cash flow. The full picture of what it takes to build wealth and protect a family. I joined a firm out of school. Then another. I learned a lot, but kept running into the same wall: I didn't have the freedom to invest the way I believed clients deserved. In 2021, I started Baskets Capital, my own independent RIA. I wanted full control over how we serve clients. Not 10 mutual funds and calling it a day. Not telling an 85 year old "let's just see what the market does." I wanted custom portfolios of individual stocks, actively managed, tailored to each client. Then in early 2024, life hit me hard. I was diagnosed with a fatal brain tumor. Three months of scans and specialists led to brain surgery in May 2024. A week in the hospital, time in the Neural ICU, and a long recovery that stretched through the year. I could not have made it through without God protecting me the whole way, without Courtney by my side, and without having built my own firm years prior. Full control over my schedule is what let me focus on healing. In 2025, the best thing that has ever happened. We welcomed our daughter, Parker, into the world. She reshaped how I think about my work and why it matters. At Baskets Capital, we help families and business owners navigate tax planning, estate planning, charitable giving, and investments so they can focus on what matters most - family time. We coordinate every piece: proactive tax planning, smart giving strategies like donating appreciated stock and using donor-advised funds, and custom portfolios of individual stocks. Every dollar gets put to work with intention. If you think you're safe because nothing has gone wrong yet, and you haven't built a plan for what happens when life throws something unexpected at you, we should probably talk. Life has a thousand things it can throw. One of the best things you can do is prepare, build a plan, and walk through it with experts beside you.

Active portfolio management Passive / index investing General retirement planning Business sale tax planning Business ownership considerations Executive Founder/Business Owner

Zach T

CFP®

Georgetown, TX

Growth Horizons Wealth Management LLC

I’m Zach Thomas, founder and steward of Growth Horizons Wealth Management, based in Georgetown, TX. As a fee‑only, fiduciary advisor, our team empowers small business owners, high-net-worth individuals, and retirees to build purposeful lives through thoughtful, technology-forward wealth planning—because financial success should fuel what matters, not distract from it. My journey began after witnessing my grandfather’s financial struggles following his business exit. That experience—combined with the values of my parents (a teacher and postal worker)—shaped my mission to prevent others from suffering the same. I launched my career at Wells Fargo, built a wealth-management department at Cadence Bank, and refined my approach at Heritage Family Offices before launching my practice in July 2023. Outside of work, I’m a devoted husband, proud father to Roman, CrossFit enthusiast, triathlon finisher, aspiring author, lifelong student of the humanities, and active Christian. I believe wealth is about time, freedom, and legacy—not just dollars.

Business ownership considerations Tax strategies for small businesses Business exit / sale strategy Founder/Business Owner Christian Faith Based Gen Y/Millennials (Born 1980-1995)
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Trent H

Series 65, Series 63

Lakeway, TX

Hamilton Financial Planning LLC

Trent Hamilton is a financial advisor at Hamilton Financial Planning LLC with one year of industry experience. He holds the Series 65 and Series 63 licenses. Prior to joining his current firm, he worked at Morgan Stanley for one year. Hamilton Financial Planning LLC serves individual investors, high-net-worth clients, and small businesses by providing wealth management, financial planning, tax preparation and representation, and recommendations for third-party money managers. The firm employs fundamental analysis and modern portfolio theory to create customized asset-allocation plans and typically operates with discretionary trading authority.

General retirement planning Wealth management Tax strategies for small businesses Business ownership considerations Founder/Business Owner
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Christopher H

Series 66

Austin, TX

FMP Wealth Advisers

Christopher Hehman is a Series 66-licensed financial advisor at FMP Wealth Advisers with one year of industry experience. Prior to joining FMP Wealth Advisers, he worked at Dimensional Fund Advisors and has academic experience at Texas Tech University and Vandegrift High School. FMP Wealth Advisers provides fee-only financial planning and investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm manages approximately $1.34 billion in client assets using model portfolio management, separately managed accounts, and retirement-plan fiduciary services, distinguishing itself by acting as an investment manager and sponsor to private pooled investment vehicles.

Active portfolio management Cash flow / budgeting Founder/Business Owner Executive
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Kai L

Series 66

Austin, TX

Solaris Private Wealth Management

Kai Lamb is a financial advisor at Solaris Private Wealth Management in Austin, TX, with 22 years of industry experience. He holds the Series 66 designation and has led Solaris since 2006. Outside of advising, he is a member and manager of Genesis Web Solutions, a web hosting business. Solaris Private Wealth Management serves individuals, small business owners, and nonprofit foundations, providing investment advisory, financial planning, and educational workshops. The firm uses Modern Portfolio Theory and a mix of no-load mutual funds, low-cost ETFs, individual equities, and fixed income to tailor portfolios according to each client’s risk profile.

Wealth management
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Andrew O

CFA®, Series 65

Austin, TX

Blue Tower Asset Management, LLC

Andrew Oskoui is a CFA® charterholder and Series 65 licensee with 12 years of industry experience. He has been the sole advisor at Blue Tower Asset Management, LLC since 2014, based in Austin, TX. Blue Tower Asset Management provides discretionary investment management to individuals, trusts, endowments, corporations, and other institutions, and also acts as a sub-adviser for other investment firms. The firm employs a value-oriented investment process focused on high-quality businesses and operates a flagship Global Value strategy that is unconstrained by market-cap or sector limits and typically concentrated in 15–25 holdings.

Active portfolio management Wealth management
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