Randall Stone is a registered investment advisor at Randall Stone Financial, based in Chico, CA, with 18 years of industry experience. Randall operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Education Planning, Estate Planning, High Net Worth, and 4 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.50% |
| $100K - $500K | 2.25% |
| $500K - $1.0M | 2.00% |
| $1M+ | 1.75% |
Fees may be negotiable.
Fee Estimator
Location
Chico, CA
Get directionsHistory
Regulatory History (1)
Judgment / Lien
July 1999Other Business Activities
Randall is involved in real estate development as a director, dedicating about a quarter of his time. He also works as an adjunct professor and a California registered tax preparer, spending nearly full-time hours on the latter.
Employment History
Current Registrations
Randall Stone Financial
Previous Registrations
Randall Stone Financial
Randall Stone Financial Planning
Brookstreet Capital Management
A. G. Edwards & Sons, INC.
Morgan Stanley
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.