Radiant Wealth Planning

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Client assets under management

$14,672,941

Clients

0% high-net worth

Advisors

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Low

Average account size

$248,694

About

RADIANT Wealth Planning primarily serves individual clients with ongoing investment management and comprehensive financial planning, addressing cash flow, retirement, estate, and tax‑aware strategies. The firm also supports employer retirement plans and coordinates tax preparation and tax‑planning work through an affiliated entity, RADIANT Tax Services, LLC.

RWP develops client‑specific investment policy statements and manages portfolios on a discretionary basis, blending passive and active approaches and drawing on fundamental, technical, cyclical, and charting analysis. Investment implementation is tied to each client’s objectives and tax considerations, with custodial and trade execution services arranged through an established institutional custodian.

Noteworthy for a firm of its size, RWP formally integrates tax services via its affiliated tax business (with firm personnel dedicating time to tax work) and has added educational seminars and workshops as an offering that can be free, paid, or pro bono. With roughly $14.7 million in assets under management across two advisors and about 59 client relationships, the firm’s combination of hands‑on tax coordination, employer‑plan support, and public educational programs is less common among similarly supported advisers.

Client services

Financial planning Portfolio management Educational seminars or workshops

Expertise

Cash flow / budgeting Debt management College savings (529s, UTMA, etc.)

Fee options

Fixed

Financial Planning Only service charges a flat fee of $5,000 for a six month engagement.

Percentage

$0 - $350,000: 1.50% $350,000 - $1,000,000: 1.25% $1,000,000+: 1.00%

Main office location

Radiant Wealth Planning

829 Emerson St

Palo Alto CA 94301, United States

Number of offices

Most active in

Alaska · California · Texas · Virginia · Washington

Disclosures

Business activities & affiliations

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.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

LinkedIn Facebook Instagram YouTube Website (650) 431-7799

Advisors at this firm

Randa H

Series 66

Palo Alto, CA

Radiant Wealth Planning

Randa Hoffman is a financial advisor at Radiant Wealth Planning with seven years of industry experience. She holds a Series 66 designation and previously worked at Edward Jones and Liberty Mutual Group. In addition to her advisory role, Hoffman is the CEO and tax preparer at RADIANT Tax Services, LLC, where she applies her Enrolled Agent (EA) credential. Radiant Wealth Planning serves individual clients with investment management and comprehensive financial planning, including cash flow, retirement, estate, and tax-aware strategies. The firm integrates tax services through its affiliated tax business and offers employer retirement plan support as well as educational seminars.

Cash flow / budgeting Debt management College savings (529s, UTMA, etc.)

Christina G

Series 66

Arlington, VA

Radiant Wealth Planning

Christina Gamache is a financial advisor at Radiant Wealth Planning with 14 years of industry experience. She holds a Series 66 designation and has worked at Audax Wealth Management, LLC, UBS Financial Services Inc., and operated as a sole proprietor. Additionally, she consults for Growth Consulting Firm, LLC, where she prepares spreadsheets and analyzes statements. Radiant Wealth Planning serves individual clients with investment management and comprehensive financial planning, including retirement, estate, and tax-aware strategies. The firm integrates tax services through an affiliated entity and offers educational seminars, managing portfolios using both passive and active approaches tailored to client objectives.

Cash flow / budgeting Debt management College savings (529s, UTMA, etc.)

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