Randolph Elder, CFP
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$17,961,200
Clients
30
27% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
30
TypicalAverage account size
$598,707
About
Randolph Elder, CFP serves primarily individual clients and also works with pension plans, businesses, charities, trusts and estates, providing investment management, financial planning and portfolio oversight. Services include portfolio construction using stocks, bonds, mutual funds and ETFs, retirement and estate planning, and written financial projections delivered annually or as needed.
The firm’s approach is customized and long term with an emphasis on capital preservation and moderate growth, employing both fundamental and technical security analysis and diversification across asset classes and sectors. Accounts are typically managed on a discretionary basis after assessing each client’s goals and risk tolerance, with daily monitoring of managed accounts and annual reviews of financial planning work.
What is distinctive is that Randolph Elder is also licensed as an insurance agent and receives commissions for placing insurance products for a limited number of clients while otherwise operating as a fee-based investment adviser, reporting that insurance work consumes under 5% of his time. The firm notes adherence to the Financial Planning Association code of ethics (while not an FPA member), provides written financial projections, and uses third‑party custodians rather than taking custody of client assets.
Client services
Financial planning
Portfolio management
Expertise
General retirement planning
General estate planning guidance
Fee options
0.25% to 1.5% depending on size and complexity of account
$125 per hour for financial planning activities; may be reduced depending on client situation; waived if client has investment management services.
Main office location
Randolph Elder, CFP
6215 South Walnut, Suite F
Loomis CA 95650, United States
Number of offices
1
Most active in
Randolph Elder, CFP 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:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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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.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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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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