Wealth & Investment Management
Your money, managed by someone who actually knows you
Fee-only, fiduciary investment management with no commissions, no conflicts, and no account minimums.
Aaron Randak, EA is your advisor, your portfolio manager, and your tax strategist — all in one. That's a combination most firms can't offer. Your investments and your tax situation work together from day one.
Core Service
Discretionary Wealth & Investment Management
We build and manage a portfolio designed specifically for you — your goals, your timeline, your tax situation. A thoughtful investment strategy we build together and manage on your behalf.
You'll have a dedicated advisor who knows your full financial picture, reviews your portfolio regularly, and proactively adjusts as your life and the markets evolve.
Advisory fee: 1.50% on the first $250K, scaling down to 0.75% above $2M — billed quarterly in advance. No account minimum. All fees negotiable.
Schedule a Free Intro CallWe're legally required to act in your best interest — always.
No commissions. No product sales. We earn nothing except your fee.
We work with clients at every asset level. All fees are negotiable.
Investment decisions are made with your tax situation in mind.
How It Works
Simple from the start
No forms to fill out before you talk to anyone. Here's what getting started looks like.
Step 01
Book a free intro call
20–30 minutes, no prep needed. Just tell me what's on your mind and we'll figure out if we're a good fit together.
Step 02
We scope the engagement
Based on your situation, we define exactly which services make sense, what the fee is, and what we'll accomplish together.
Step 03
You get clarity, not confusion
You'll receive required disclosures and a clear agreement before anything is signed — full transparency, always.
Step 04
We get to work
Whether it's managing your portfolio, building a financial plan, or filing your taxes — you'll always know what's happening and why.
No account minimums. We believe cost shouldn't be the reason someone goes without good financial advice. If you're uncertain whether a service fits your budget, just ask — we'll find a way to make it work.
Not sure where to start?
That's exactly what the intro call is for. No pressure, no pitch — just a real conversation about what you need.
Book a Free CallLearn About AaronGolden Acre Wealth Management LLC | Arizona Registered Investment Adviser (CRD #337930) | Scottsdale, AZ | (480) 916-9554
goldenacrewealth.com | Form ADV & Disclosures
Investment advisory services are offered through Golden Acre Wealth Management LLC, an investment adviser registered with the Arizona Corporation Commission. Registration does not imply a certain level of skill or training. Past performance is not indicative of future results. All fees are subject to negotiation and are described in the firm's Form ADV Part 2A, available upon request. This page is for informational purposes only and does not constitute investment, tax, or legal advice.