RAND FINANCIAL PLANNING, LLC

Overview

Rand Financial Planning, LLC is a small, individual-owned limited liability company that delivers fee-based financial planning rather than operating as a traditional discretionary asset manager. The firm's stated advisory activity is financial planning services and it uses a fixed-fee pricing model, which signals its primary revenue comes from advice and planning engagements rather than asset-based fees. Rand Financial Planning, LLC is not listed as a capital allocator and is not an active ESG investor; it is also not registered as a multi-state adviser or a pension consultant. The firm's profile points to a planner-first model: coordinating client financial plans, working alongside accountants and other professionals, and implementing investments through third-party products and managers rather than building large in-house strategies. Given the owner-type is individual and the classification is unclassified, the firm reads as a small, locally oriented advisory practice focused on tailored planning work for a narrow client base.

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Location & Offices