Common questions.

A fee-only financial advisor is compensated exclusively by the client — no commissions, no product sales, no referral fees. At Golden Acre, our only compensation comes directly from you. This eliminates conflicts of interest and means every recommendation is in your best interest, full stop.

A fiduciary is legally and ethically required to act in your best interest at all times — not just recommend "suitable" products as commission-based advisors can. Golden Acre operates as a fiduciary in every client engagement, with no exceptions and no fine print.

An Enrolled Agent is a federally licensed tax professional authorized by the U.S. Department of the Treasury. EAs pass a comprehensive IRS examination covering all aspects of federal tax law and are authorized to represent clients directly before the IRS for audits, collections, and appeals. At Golden Acre, EA status means tax expertise is built into your financial plan — not outsourced.

Yes. Golden Acre Wealth Management LLC is a Registered Investment Adviser registered with the Arizona Corporation Commission (CRD #337930). Our Form ADV and full disclosures are available upon request. Registration does not imply a certain level of skill or training.

Four core services, all under one roof:

Wealth & Investment Management — Discretionary portfolio management tailored to your goals, timeline, and tax situation.

Comprehensive Financial Planning — Retirement projections, cash flow, insurance, equity compensation, and estate basics in one cohesive plan.

Tax Preparation & Strategy — Year-round tax planning plus return preparation, Roth conversions, bracket management, and IRS representation.

Hourly & Project-Based Advice — Focused guidance on a specific question for a flat hourly rate. No ongoing commitment required.

Yes — and this is one of the things that makes Golden Acre different. Aaron Randak is both a wealth advisor and an Enrolled Agent licensed by the IRS. Your investment strategy and your tax strategy are managed together by the same person, in the same plan. Roth conversions, bracket management, equity compensation decisions, and tax return prep all happen under one roof.

For investment management: 1.50% on the first $250,000, scaling down to 0.75% above $2 million, billed quarterly in advance. Flat-fee financial planning and hourly coaching are also available. All fees are negotiable and fully disclosed in our Form ADV. There are no hidden charges and no account minimum.

No. We believe good financial advice shouldn't only be available to those who already have millions invested. We offer flexible options — AUM-based management, flat-fee planning, and hourly coaching — to fit different needs and stages of life. All fees are negotiable.

Golden Acre primarily serves four types of people:

Pre-retirees (ages 50–65) — Social Security timing, Roth conversions, and income planning so what you've built actually lasts.

Tech & Corporate Professionals — RSUs, ISOs, ESPP, mega backdoor Roth. You've earned it; now build a plan that doesn't leave money on the table.

Business Owners — Solo 401(k), S-corp optimization, and exit planning to build real wealth alongside your business.

Life Transitions — Inheritance, home sale, divorce, windfall. Big financial moments deserve a clear head and a trusted advisor.

Yes. While Golden Acre is based in Scottsdale, Arizona, we work with clients across the United States. All meetings are available virtually, so location is never a barrier to getting the same level of personal service.

Yes. Most people work during standard business hours — we get it. Golden Acre offers flexible evening and weekend appointments so your financial planning can fit your schedule, not the other way around.

Book a free 30-minute introductory call. No paperwork, no prep required. We'll talk through your situation, your goals, and whether Golden Acre is the right fit — before anything is signed or committed. Schedule directly at goldenacrewealth.com.

Nothing. The intro call is just a conversation — no documents, no prep work, no homework. Come with questions. Come with concerns. We'll take it from there and let you know if and what we'd need to move forward.