Fee-Only Fiduciary, Scottsdale AZ

Honest advice,
under one roof.

Planning, investing, and taxes from one advisor who works only for you.

See if we're a fit, 60 seconds → Book a free call
Aaron Randak, CFP®, EA Zero commissions No account minimum
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Take the 60-second fit quiz
Four questions to see if we are a fit. No email required.
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Ready to talk
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A relaxed 30 minutes with Aaron. No pressure, no pitch.
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Just looking
Start with your situation
Retirement, an inheritance, a windfall, or equity comp — advice depends on where you're standing.
Who we serve →
Who We Serve
Advice that starts where you're standing
A hand holds a Polaroid photo of a lone tree on a hillside against a bright horizon.
Five to ten years out
Pre-Retirees
Peak earnings, peak tax rates, and a short window to answer whether your date works.
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 A couple walking hand in hand along the shoreline at sunset.
Already retired
Retirees
A paycheck from the portfolio, RMDs, Medicare, and the surviving-spouse plan.
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 A vintage film camera, old keys and scattered papers laid out on a worn surface.
Recently inherited
Inheritors
Inherited IRAs, the ten-year clock, and knowing what's actually urgent.
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 A stock exchange display board filled with green and orange price quotations.
Business sale · IPO · settlement
Sudden Wealth
The planning that matters most happens before the money lands.
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 An aerial view of a downtown financial district at dusk, office towers lit from within.
RSUs · ISOs · ESPP
Tech & Corporate Professionals
Equity that under-withholds and a net worth concentrated in one employer.
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 A group of colleagues standing together in an open-plan office.
Not sure
None of these exactly
Most people fit more than one. Take the 60-second quiz, or just book a call and ask.
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Why Golden Acre
A different kind of advisor
01, We only get paid by you
No commissions, no product sales.
As a fee-only fiduciary, our job is advice built around your situation, not a sale.
02, Tax and planning together
Your advisor also does your taxes.
Aaron is a CFP® professional and Enrolled Agent, so your investment strategy and your tax strategy finally talk to each other.
03, No account minimum
You do not need a certain number to start.
We work with people building wealth and people protecting it. If the fit is right, the number does not matter.
Aaron Randak, CFP® professional and Enrolled Agent, founder of Golden Acre Wealth Management.
Meet Aaron

Grew up on a farm.
Built a firm on trust.

I started Golden Acre because everyone deserves an advisor who is genuinely in their corner. No commissions, no pressure, just honest advice and someone who picks up the phone.

I am a CFP® professional and Enrolled Agent based in Scottsdale.

Aaron Randak, CFP®, EA  ·  Founder
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Services

Five services. One fee.

Planning, investing, taxes, estate, and inheritance — one relationship, one blended advisory fee, nothing sold on commission.

No. 01
Investment Management
Tax-aware portfolios built around your goals and timeline.
No. 02
Retirement Planning
Social Security timing, withdrawal order, and income that lasts.
No. 03
Tax Planning
Year-round strategy from an Enrolled Agent, built into every decision. Return prep available separately.
No. 04
Estate & Legacy
Beneficiaries, titling, and coordination with your attorney.
No. 05
Inheritance & Windfalls
Deadlines, inherited IRAs, and a calm plan for the proceeds.
Pricing
Services & Pricing
How the fee works, and where hourly or flat-fee projects fit.

Blended advisory fee from 1.50% to 0.75%, no account minimum. See the full fee schedule →

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Not sure if we are the right fit?

Four questions. Sixty seconds.

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Already know you are ready? Book a free 30 minute call