A complete list of active advisors currently associated with Rand Financial Planning, LLC

Warmer can help you find a great advisor at Rand Financial Planning, LLC or one who fits your needs even better.

The firm provides fee-only comprehensive financial planning to individuals and families, addressing areas such as tax planning, cash flow, retirement, investment allocation, estate and insurance considerations. It operates as a solo independent advisory practice serving a relatively small client base. The firm delivers an annual fixed-fee comprehensive planning engagement and offers investment recommendations rather than discretionary portfolio management; it does not execute trades or take custody of client assets. Recommended investments typically include no-load mutual funds, ETFs, U.S. government securities, money market accounts, certificates of deposit, and individual bonds, with analysis that incorporates a client’s tax situation, risk tolerance and time horizon. Distinctive features include an affiliated, separately operated CPA tax preparation and planning practice run by the firm’s principal, for which the principal may receive additional fees—a relationship the firm discloses as a potential conflict of interest. The firm also does not accept commissions or percentage-of-assets-under-management fees and participates in fee-only professional networks for training and compliance support.

To learn more about the advisors currently working at Rand Financial Planning, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Marjorie Rand	Flemington, NJ	8

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