Randal Best is a CFP, ChFC-designated registered investment advisor at Planvision, LLC, based in Ferndale, WA, with 22 years of industry experience. Randal operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 7,370 clients.
Compensation
Firm Size
IM Fee
Fee Structure
PlanVision charges an ongoing fee for continuous financial guidance, periodic investment allocation updates, rebalancing suggestions, and ongoing access to ask questions:
- First 12 months — $489 for US-based clients and $299 for non-US-based clients. Non-US-based clients needing a financial projection pay an additional one-time fee of $100.
- After 12 months — $12 per month
- Financial projection for non-US-based clients — $100 one-time additional fee when combined with investment guidance
Location
Ferndale, WA
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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.
Learn about disclosures →Employment History
Current Registrations
Planvision, LLC
Previous Registrations
U.S. Bancorp Investments, INC.Broker
U.S. Bancorp Investments, INC.
LPL Financial LLC
LPL Financial LLCBroker
Waddell & ReedBroker
Waddell & Reed
TD Ameritrade, INC.
TD Ameritrade, INC.Broker
TD Ameritrade Investment Management, LLC
Waddell & Reed
Waddell & ReedBroker
American Independent Securities Group, LLC
American Independent Securities Group, LLCBroker
Wm Financial Services, INC.Broker
Allstate Financial Services, LLCBroker
U.S. Bancorp Investments, INC.
U.S. Bancorp Investments, INC.Broker
U.S. Bancorp Piper Jaffray INC.Broker
U.S. Bancorp Investments, INC.Broker
G. R. Phelps & CO., INC.Broker
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
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