Randy Gantt, CFP® Fiduciary Wealth Group, LLC

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About Randy Gantt, CFP®

With over 20 years of experience in the financial services industry, Randy’s passion for planning led him to form Fiduciary Wealth Group in 2019. Randy started his career in the industry with Fidelity Investments, ultimately working his way from the back office up to a position as a High Net Worth relationship manager. After leaving Fidelity, Randy entered the Registered Investment Advisory world with a large established firm in the Cincinnati Area as their Director of Financial Planning. Randy attained his Certified Financial Planner designation in 2008. Changing firms in 2011, he worked as a Senior Advisor/Regional Manager for a Dayton based RIA until founding his own firm with the desire to provide more individualized planning and investment management.

Randy is a 23 year veteran of the United States Air Force Reserve/Air National Guard, and is currently serving as a squadron commander with the 445th Airlift Wing, Wright Patterson AFB. His background provides him with unique experience and skills when it comes to planning for military members, and his passion to ensure every military member can obtain planning assistance is notable.
Randy holds a Bachelor’s in Business Administration from the University of Cincinnati with concentrations in Finance and Management, as well as a Master’s in Military Operational Art/Sciences from Air University, Maxwell AFB, Alabama.

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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

  • Baby Boomers
  • Cash Flow/Budgeting
  • Military & Veterans
  • Retirement Planning

Ways Advisor Charges

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

Fee Options:

  • Monthly Fee: Negotiable Based on Services
  • Hourly Fee: $250
  • Flat Fee: $2500
  • AUM: 1.25%+

Pricing varies by services offered. Contact advisor for additional fee options.

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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