Randolph Gantt is a CFP-designated registered investment advisor at Fiduciary Wealth Group, LLC, based in Centerville, OH, with 15 years of industry experience. Randolph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 222 clients with $180M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fiduciary Wealth Group's wealth management fee is a fixed annual dollar amount based on the value of your portfolio. The fee is billed quarterly in advance. For example, a portfolio between $0 and $499,999 has a $4,000 annual fee. Clients also receive complimentary tax preparation and filing services.
Contact
Randolph Gantt
Location
6784 Loop Road Suite# 208, Centerville, OH, 45459
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Randolph is a Squadron Commander in the United States Air Force Reserve. This activity is not investment-related.
Employment History
Current Registrations
Fiduciary Wealth Group, LLC
Previous Registrations
Artifex Financial Group, LLC
Wealth Dimensions Group, LTD.
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
Additional Information
Fiduciary Wealth Group is a Fee-Only Comprehensive Planning Firm serving clients in the greater Dayton and Cincinnati region. We offer ongoing comprehensive planning, asset management, and tax preparation, as well as limited engagement planning and consulting. We have specific expertise in regards to Military Compensation and Retirement, as well as DOD Civilians. Fiduciary Wealth Group is a Veteran Owned Business.