Randall Avery, CFP®, CFA RSA Deasil Advisors, LLC

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About Randall Avery, CFP®, CFA

Randall Avery, CFP®, CFA is a trusted, Fee-Only, CERTIFIED FINANCIAL PLANNER™ with over 13 years of finance and accounting experience. My firm specializes in servicing those in the behavioral health profession (PsyD, LPC, LCSW, MFT, Ph.D., etc.). We understand the nuances of managing a career in this profession and the challenges of building wealth while serving different population types. You do not have to go it alone when facing financial decisions concerning:

• Student loans
• Budgeting
• Investing
• Retirement accounts (Roth, IRA, 401k, 403b, & TSP)
• Financially preparing to start or exit a practice

With the heart of a teacher, Randall Avery educates his client on the principles of financial literacy. We also delve deep into career planning to maximize the earning potential of our clients. Let our firm view your career ambitions through a financial lens.

Read Randall’s blog here: https://rsadeasil.com/blog/

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Ideal Clients

  • Cash Flow/Budgeting
  • Established Professionals
  • Young Professionals

Ways Advisor Charges

  • Monthly Fee
  • Quarterly Fee
  • Flat Fee
  • Hourly
  • Assets Under Management

Fee Options

  • Monthly Fee: $250+/mo
  • Quarterly Fee: $1000+/qtr
  • Flat Fee: $3000+/engagement
  • Hourly Fee: $200+/hr
  • Assets Under Management: 1.00%

SEC Records

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