RH
RH

Randall Hall

6 Years of Experience
Fort Worth, TX
2 Disclosures

Randall Hall is a registered investment advisor at Xenith Financial Advisory Services, LLC, based in Fort Worth, TX, with 6 years of industry experience. Randall operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 79 clients with $19M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
79 clients
Average Client Portfolio
$241K average
Assets Under Management
$19.0M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Fees are negotiable.

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

Fort Worth, TX

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
July 2024
Settled
Customer Dispute
October 2022
Withdrawn
Other Business Activities

Randall is a part-time worship pastor at First Baptist Church Duncanville since 2019. This activity takes about half of Randall's time and is not investment-related.

Employment History
Current Registrations
Xenith Financial Advisory Services, LLC
March 2019 - Present · 7 yrs 2 mos
State Registrations2 states
LATX
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.
Randall Hall - Financial Advisor | TrueAdvisor