Who We Serve
Find your situation

Good advice depends on where you're standing

The questions that matter five years before retirement are not the questions that matter five years after — or the week an inheritance lands. Start with the situation that sounds like yours.

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A solo practice, on purpose.

Golden Acre Wealth is a solo practice. Aaron Randak is a CFP® professional and an Enrolled Agent, so you talk to the person doing the work and the tax analysis happens in the same conversation as the plan. No account minimum, no commissions.

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Which one sounds like you?
Five to ten years out
Pre-Retirees
Peak earnings, peak tax rates, and a short window to answer whether the date you have in mind actually works.
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Already retired
Retirees
Turning a portfolio into a paycheck, managing RMDs and Medicare surcharges, and protecting the surviving spouse.
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Recently inherited
Inheritors
Inherited IRAs, a house, and a ten-year clock — sorted into what's urgent and what can wait until you can breathe.
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Business sale · IPO · settlement
Sudden Wealth
The planning that matters most happens before the money lands. The rest happens in the twelve months after.
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RSUs · ISOs · ESPP
Tech & Corporate Professionals
Equity that under-withholds, options with an AMT trap, and a net worth quietly concentrated in one employer.
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Not sure
None of these exactly
Most people fit more than one. Take the 60-second quiz, or book a call and ask.
Take the quiz →

Whoever you are, one fee covers it

All four are included in the advisory fee, for every client; return preparation is quoted separately as a flat fee.

No. 01
Investment Management
No. 02
Retirement Planning
No. 03
Tax Planning
No. 04
Estate & Legacy

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

Common Questions
Fair questions, straight answers
What if I fit two of these, or none?
Most people fit more than one, and the plan handles all of it. The categories are a starting point, not a product.
How are you paid?
A single blended advisory fee from 1.50% down to 0.75% as assets grow. No commissions and no product sales; the full schedule is on the services page and in Form ADV Part 2A.
Do you work with clients outside Arizona?
Yes, remotely from the Phoenix area. State registration rules decide where we can take on new clients, so ask and we'll confirm for your state.
Next Step

Start with a conversation, not a commitment

A free 30-minute call with the advisor who'd actually do the work. No pressure, no pitch.

Book a free intro call →

Not sure yet? Take the 60-second fit quiz  ·  Comparing advisors? Read the eight questions to ask

Golden Acre LLC dba Golden Acre Wealth Management is an investment adviser registered with the Arizona Corporation Commission (CRD #337930). Registration does not imply a certain level of skill or training. All fees are negotiable and are described fully in the firm's Form ADV Part 2A, available upon request or at adviserinfo.sec.gov. The client situations described on this page are illustrative categories, not descriptions of actual clients, and are general in nature; appropriate strategies depend on individual circumstances. Golden Acre Wealth Management does not provide legal services. This page is for informational purposes only and does not constitute investment, tax, or legal advice. Past performance is not indicative of future results. CFP® and CERTIFIED FINANCIAL PLANNER® are certification marks owned by the Certified Financial Planner Board of Standards, Inc., awarded to individuals who successfully complete CFP Board's initial and ongoing certification requirements.