Randa Hoffman is a registered investment advisor at Radiant Wealth Planning, based in Palo Alto, CA, with 7 years of industry experience. Randa operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 59 clients with $15M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
RADIANT Wealth Planning offers investment management services where they manage your investments based on your individual needs. The annual fee is a percentage of the value of your portfolio, calculated daily and paid quarterly. The fee is negotiable.
Location
829 Emerson St, Palo Alto, CA, 94301
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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.
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Randa is the CEO and a tax preparer at RADIANT Tax Services, LLC, spending about 10-20% of her time there. She holds an Enrolled Agent (EA) designation, and this activity does not pose a conflict of interest.
Employment History
Current Registrations
Radiant Wealth Planning
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations5 states
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