Randolph Martin
Randolph Martin is a CFP-designated registered investment advisor at Rossby Financial, LLC, based in Worthington, OH, with 47 years of industry experience. Randolph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 3,910 clients with $850M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Maximum management fee will not exceed 2.50% of assets under management. Fees are negotiable.
Fee Estimator
Location
7100 N. High Street, Suite 305, Worthington, OH, 43085
Get directionsHistory
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Randolph is licensed to sell fixed insurance but is not actively engaged in sales, instead servicing existing clients and independent insurance agents, dedicating minimal time. He also started Randolph Martin Retirement Group as a book publisher in 2014, dedicating minimal time, and uses the same name as a DBA for advisory services offered through Rossby Financial, LLC since 07/2024, dedicating minimal time.
Employment History
Current Registrations
Rossby Financial, LLC
Previous Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Lincoln Financial Securities Corporation
Independent Advisers Group CORP
Lincoln Financial Securities CorporationBroker
State Registrations2 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.
Exams
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