Advisor at Eagle Wealth Management Group Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Charlotte, NC 28204
Credentials
Series 63, Series 65, Series 66
Industry experience
19 years
Randall Newton is a financial advisor at Eagle Wealth Management Group Inc. with 19 years of industry experience. He holds the Series 63, 65, and 66 licenses and has worked with firms including Abiding Wealth Advisors, Crown Capital Securities, and Service Express. In addition to his advisory work, he owns and operates Newton CPA, PLLC, where he prepares corporate and individual income tax returns, and serves as owner and CFO of Lodestar Tax and Accounting, focusing on tax preparation, bookkeeping, and business consulting. Eagle Wealth Management Group provides financial planning and asset management services to individual and institutional clients, including high-net-worth individuals, retirement plans, corporations, and non-profits. The firm offers discretionary portfolio management, customized ERISA retirement plan advisory services, and business planning, with a focus on public-sector retirement arrangements and private placement opportunities for accredited investors.
Based on Eagle Wealth Management Group Inc.
Based on Eagle Wealth Management Group Inc.
Written financial plan fees generally range from $1,000 to $25,000, up to $75,000 for complex business plans; Annual financial planning service agreement fees generally range from $2,500 to $20,000 annually; Business planning services fees generally range from $2,500 to $120,000 annually; Retirement plan advisory services charged as flat fee (e.g., 1.0%, 50 bps, or 75 bps)
$0 - $500,000: 2.00% $500,001 - $1,000,000: 1.50% $1,000,001+: 1.25%
Advisors may earn commissions on insurance product sales; commissions are customary and competitive
Hourly financial planning consultation services fees range from $100 to $750 per hour
Account minimum: $25,000 Minimum fee: Minimum fee of $1,000 ($250/quarter) for clients with $100,000 or less of investable assets Fee-only: Advisory fees charged as percentage of assets under management; financial planning fees charged separately, no commissions on advisory fees
301 S. Mc Dowell St., Suite 604
Charlotte, NC 28204
North Carolina · South Carolina
Abiding Wealth Advisors, LLC
2019 - Present (7 years)
Lodestar Tax and Accounting
2019 - Present (7 years)
Crown Capital Securities, Lp
2011 - Present (15 years)
Service Express
2003 - 2019 (16 years)
Newton CPA, PLLC
1999 - Present (27 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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Goldfarb Wealth Advisors
Dana Goldfarb is the sole advisor at Goldfarb Wealth Advisors in Charlotte, NC, holding a Series 65 credential with 12 years of industry experience. He has led Goldfarb Wealth Advisors since 2014. Goldfarb Wealth Advisors provides personalized investment advisory and financial planning services to individuals, families, trusts, estates, and small businesses. The firm employs a modern portfolio theory-based investment approach focused on globally diversified, low-cost mutual funds and ETFs, with an emphasis on long-term buy-and-hold strategies and tax-aware actions.
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