Randa Wealth Strategies
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
RANDA Wealth Strategies provides non-discretionary portfolio management and tiered financial planning services to individuals, qualified retirement plans, trusts, estates and business entities. The firm also offers ERISA plan consulting, including limited‑scope 3(21) advisory support and participant education for employer-sponsored retirement plans.
Investment advice is developed from client-stated objectives and time horizons and employs methods such as technical and charting analysis, cyclical analysis and Monte Carlo planning to set allocations and test scenarios; trades are executed only after client approval. Clients can select packaged planning (Core, Premier, Elite), ongoing review services at varying frequencies, or hourly planning engagements.
Noteworthy features include an affiliated insurance practice: the principal is a licensed insurance producer who devotes a substantial portion of professional time to insurance activities and discloses receipt of commission-based compensation for insurance sales, a conflict that the firm says it manages through disclosure and procedures. The firm’s combination of pension consulting (ERISA 3(21) services) and an active insurance brokerage affiliation, alongside reporting no regulatory assets under management in its most recent filing, is uncommon among independent advisory firms.
Client services
Financial planning
Portfolio management
Pension consulting
Expertise
General retirement planning
Income planning
Tax strategies for small businesses
Business exit / sale strategy
Charitable giving & philanthropy
Occupation focus
Founder/Business Owner
Executive
Fee options
$0 - $250,000: 1.00% $250,001 - $500,000: 0.95% $500,001 - $600,000: 0.90% $600,001 - $700,000: 0.85% $700,001 - $800,000: 0.80% $800,001 - $900,000: 0.70% $900,001 - $1,000,000: 0.60% Over $1,000,000+: 0.50%
$200 per hour for financial planning services, up to 12 hours.
Account minimum: $250,000 Fee-only: Financial planning fees: CORE Planning - $995 or five installments of $199; ELITE Planning - $1645 or five installments of $329; PREMIER Planning - $3395 or five installments of $679; Hourly fees at $200/hour up to 12 hours.
Main office location
Randa Wealth Strategies
Easton PA, United States
Number of offices
1
Most active in
Randa Wealth Strategies has reported serving >5 clients in these states in the last 12 months.
New Jersey · Pennsylvania
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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