Randall Hallier is a CFP-designated registered investment advisor at Creative Planning, based in Seneca, SC, with 29 years of industry experience. Randall operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 84,858 clients with $220B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.20% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $25.0M | 0.70% |
| $25.0M - $50.0M | 0.40% |
| $50.0M - $100.0M | 0.30% |
| $100M+ | 0.25% |
Fees and how they are charged are negotiable.
Fee Estimator
Location
Seneca, SC
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 2023Other Business Activities
Randall is the President/Owner of Financial Workshops, LLC, where he develops and delivers retirement-related instruction. He dedicates minimal time per month to this activity.
Employment History
Current Registrations
Creative Planning
Previous Registrations
LPL Financial Corporation
Waterstone Financial Group, INC.
Hallier Financial, INC.
Retirement Resources INC.
State Registrations3 states
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.