Advisor at Rand Financial Planning, LLC
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Firm
Rand Financial Planning, LLC
Location
Flemington, NJ 08822
Credentials
CFP®
Industry experience
7 years
Marjorie Rand is a CFP® professional with seven years of experience in financial advising. She is the sole advisor at Rand Financial Planning, LLC and also owns Marjorie L. Rand, CPA, P.C., an accounting and tax preparation firm. She has provided accounting services since 1989 and financial planning since 2018. Rand Financial Planning, LLC is a fee-only firm serving individuals and families with comprehensive financial planning, including tax, retirement, estate, insurance, and investment guidance. The firm operates as a small, single-advisor practice that emphasizes fixed annual planning engagements without asset-based fees and integrates tax considerations through its affiliation with a separate CPA practice.
Based on Rand Financial Planning, LLC
Fixed fee for comprehensive financial planning engagement, annual fee ranging $10,000-$40,000.
Account minimum: $10,000 (minimum annual fee) Minimum fee: Minimum annual fee of $10,000 Fee-only: Annual fixed fee ranging from $10,000 to $40,000 based on income, assets, and complexity of financial situation; fees payable quarterly in advance.
361 Route 31 Ste 902, Suite 902
Flemington, NJ 08822
New Jersey
Rand Financial Planning, LLC
2018 - Present (8 years)
Marjorie L. Rand, CPA P.C.
1989 - Present (37 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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.
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.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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