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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Disclosure

The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.

XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.

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

Disclosure

The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.

XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.

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