Oliver R. Tutt, CFP^®

Managing Partner

Randall Financial Group LLC

260 West Exchange St, Ste 107
Providence, RI 02903

FINANCIAL ADVISOR'S WEBSITE

www.rfinancialgroup.com

(401) 228-0100

Compensation

COMPENSATION METHODS

Commission and Fee

COMPENSATION CONSIDERATIONS

Commissions are received in limited circumstances primarily related to insurance. I am happy to work with clients on a Fee Only basis.

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

No Minimum

General

Oliver Tutt is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Randall Financial Group LLC in Providence, RI and the surrounding communities.

Financial Advisor Overview

Randall Financial Group LLC is a Registered Investment Advisor . We specialize in comprehensive financial planning and investment management. The firm prides itself not only on its financial expertise but the high level of personalized service offered to its clients. The firm works with clients primarily on a fee basis, hourly or retainer, based on assets under management. As the Managing Director, I work with clients of all sizes to help them make better decisions about their personal finances. This is done by helping them implement a written financial and or investment plan using sound, proven, financial concepts and techniques. Feel free to contact me so that we can discuss your situation or arrange a complimentary consultation.

Financial Advisor Experience

I have been in the financial services industry since 1989 and have been a Certified Financial Planner Professional since 1996. I have a degree in finance from the University of Rhode Island and have worked as an instructor in the Financial Planning Program at Bryant University. I have been widely quoted in local and national publications and websites regarding a broad range of financial planning and investment management topics.

I am currently the host of The MoneyPros, a half hour television show that airs Sundays at 11:30am on WNAC Fox Providence. The show features local experts and advice on personal finance topics like investments, taxes, mortgages, estate planning, and insurance.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)

Insurance Licenses

Life insurance
Health/disability insurance

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, Asset Allocation, Estate Planning, Investment Management, Employee Benefits, Mutual Funds, Insurance, Retirement, Stocks & Bonds, Personal Taxes, Women's Finances