Randolph Erik Gantt
RG
CFP
Randolph Erik Gantt
RG
CFP

Randolph Gantt

16 Years of Experience
Centerville, OH

Randolph Gantt is a CFP-designated registered investment advisor at Fiduciary Wealth Group, LLC, based in Centerville, OH, with 16 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, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 222 clients with $180M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
222 clients
Average Client Portfolio
$802K average
Assets Under Management
$178.0M

Fee Structure

Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K0.80%
$500K - $750K0.80%
$750K - $1.0M0.80%
$1.0M - $1.5M0.67%
$1.5M - $2.0M0.70%
$2.0M - $2.5M0.72%
$2.5M - $3.0M0.73%
$3.0M - $4.0M0.65%
$4M+0.75%

Fees are based on annual fixed dollar amounts tied to asset tiers, expressed here as approximate percentages of tier midpoints. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Contact

Randolph Erik Gantt
RG
Randolph Gantt

Location

6784 Loop Road Suite# 208, Centerville, OH, 45459

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History

Regulatory History
Clean regulatory record

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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Other Business Activities

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
January 2019 - Present · 7 yrs 9 mos
Previous Registrations
Artifex Financial Group, LLC
December 2012 - January 2019 · 6 yrs 1 mo
Wealth Dimensions Group, LTD.
February 2009 - August 2011 · 2 yrs 6 mos
State Registrations1 state
OH
Advisor

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
No exam information available for this advisor.
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.

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Randolph Erik Gantt
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Randolph Gantt