Randall Stone Financial
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
Clients per advisor
0
Average account size
—
About
The firm provides investment consulting, portfolio management, financial and estate planning, real estate investment advisory, and tax-preparation services to a mix of pooled investment vehicles, institutional investors, charitable institutions and, when engaged, individuals and high-net-worth clients. Engagements range from developing written financial plans to assisting with implementation and selection of money managers or mutual funds.
Its investment work draws on cyclical, fundamental and technical analysis and uses strategic and tactical asset-allocation with both short- and long-term holding strategies depending on client objectives. The firm typically bills on a percentage-of-assets-under-management basis for ongoing services but also offers fixed-fee financial plans and hourly consulting for discrete matters.
Distinctive elements compared with many peers include an active, state-registered tax-preparation practice (the brochure states tax services may consume as much as 45% of market hours) and hands-on real estate development advisory that covers budgeting, site selection, municipal approvals and construction coordination. The brochure also discloses that, as of January 1, 2022, the firm reported $0 in discretionary and nondiscretionary assets under management despite its institutional-oriented service set.
Client services
Financial planning
Expertise
College savings (529s, UTMA, etc.)
Real estate investing
Options & derivatives strategies
Occupation focus
Founder/Business Owner
Fee options
Financial Planning Contract flat fee of $1,000 (initial plan development); initial retainer $500 due at signing, balance due upon delivery of plan.
$0 - $100,000: 2.5% $100,000 - $500,000: 2.25% $500,000 - $1,000,000: 2.0% $1,000,000+: 1.75%
May receive commissions or other compensation from sales of certain financial products; commissions paid to firm, not individuals; conflicts of interest disclosed.
$200 per hour for consultation, research, analysis, implementation, monitoring, investment management, and financial planning; billed in increments of 5-10 minutes; $150 per hour travel time for legal-related services.
Account minimum: No minimum account balance or asset size required, but billing structure not advantageous for accounts under $50,000
Most active in
Randall Stone Financial has reported serving >5 clients in these states in the last 12 months.
California
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:
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
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")