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CFP

Randall Holcombe

Confluence Financial Partners
12 Years of Experience
Grove City, PA
Sells Insurance
View SEC Summary
View SEC Summary

Randall Holcombe is a CFP-designated registered investment advisor at Confluence Financial Partners, based in Grove City, PA, with 12 years of industry experience. Randall operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 4 more. Their firm serves 5,228 clients with $7.8B in assets under management.

Confluence Financial Partners
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
45 advisors
Number of Clients
5,228 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$7.8B

Fee Structure

Minimum Investment:$100K
Planning is included in investment management
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Separately managed accounts charge up to 1.50% annually. Compass services charge 1.00% annually. Additional management fees apply for managed stock portfolios (0.25%), third-party managers (up to 0.70%), and sub-advisors (up to 0.85%). Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

115 Erie Street, Grove City, PA, 16127

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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 ActivitiesSells Insurance

Randall is a licensed insurance agent relating to insurance and/or annuity products and property and casualty insurance needs through Confluence Financial Partners.

Employment History
Current Registrations
Confluence Financial Partners
July 2021 - Present · 5 yrs 3 mos
Previous Registrations
Raymond James Financial Services, INC.Broker
April 2015 - July 2021 · 6 yrs 3 mos
Raymond James Financial Services Advisors, INC
April 2015 - July 2021 · 6 yrs 3 mos
Wells Fargo Advisors Financial Network, LLC
October 2014 - May 2015 · 7 mos
Wells Fargo Advisors Financial Network, LLCBroker
September 2014 - May 2015 · 8 mos
State Registrations2 states
PATX
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.
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