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Marjorie Rand

Marjorie Rand

RAND FINANCIAL PLANNING
Flemington, NJ 08822
Some features on this profile are disabled
CRD#: 7010360
Marjorie Rand

Professional summary

Marjorie Rand, CFP®, who also goes by Marjorie Hanko, Marjorie Rand-vanderwende, is a registered financial advisor currently at RAND FINANCIAL PLANNING, LLC located in Flemington, New Jersey.

Marjorie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Marjorie has worked at 1 firm .

Core Areas of Focus

Estate & Generational Planning Issues
Fixed Fee (Subscription
Retainer
etc.)
Investment Advice without Ongoing Management
Retirement Plan Investment Advice
Retirement Planning & Distribution Rules
Tax Planning

Biography

We provide tax-focused financial planning and investment advisory services for individuals undergoing a financial transition such as pending retirement, an inheritance or the death of a spouse. Our clients retain us to provide ongoing financial planning and investment advisory services for a flat annual fee. We believe good financial advice must meet a fiduciary standard and be free of conflicts of interest.  Therefore, we do not take custody of your assets, but rather, we help you evaluate your options and we work with you to implement changes to help you meet your financial goals. ________________________________________ Meetings available by appointment in Flemington, NJ. We also offer web-based meetings "virtually" anywhere.

Question & Answer

What are your service offerings?
Retirement Income Management
Tax Planning
Estate Planning
Retirement Planning
Comprehensive Financial Planni...
What is your minimum asset requirement?
1M
Are you a "fiduciary"?
Yes

Aliases

Marjorie Hanko | Marjorie Rand-Vanderwende

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Marjorie Rand's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Start date: 2018

Experience

Current

September 27, 2018 - Present

RAND FINANCIAL PLANNING, LLC

Office #1: 361 Route 31 Ste 902 Suite 902, Flemington, NJ 08822
RIA
CRD#: 298613
Flemington, NJ

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
New Jersey
(9/27/2018)

Exams

Current Firm

RAND FINANCIAL PLANNING, LLC
RAND FINANCIAL PLANNING, LLC
RAND FINANCIAL PLANNING, LLC

CRD#: 298613 / SEC#:

New Jersey
Registered Investment Advisory firm - (9/27/2018 Approved)
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Contact information

Main Address
361 Route 31 Ste 902 Suite 902, Flemington, NJ 08822
Mailing Address
Phone number
(908) 895-2406
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Red Flags

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Company Information

RAND FINANCIAL PLANNING, LLC

RAND FINANCIAL PLANNING, LLC

CRD#: 298613Flemington, NJ 08822

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Contact information

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