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Ponder, Randall Scott (Half Moon Bay)


Ponder, Randall Scott is an adviser based in Half Moon Bay. It manages $55.46 million of regulatory assets for 264 client accounts. It has been registered with the SEC as an adviser since 2007.




Ponder, Randall Scott provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.

Ponder, Randall Scott: assets under management

The assets under management (AUM) of Ponder, Randall Scott is $55.46 million. The firm's AUM has grown by 16% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $54.66 million in discretionary accounts and $800 thousand in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $210.23 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $200 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Ponder, Randall Scott for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and commissions. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Half Moon Bay

The principal office where Ponder, Randall Scott performs its advisory services is located at 755 Main Street, Half Moon Bay, CA 94019 1924, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 650-726-0850 or by fax 650-726-0849. The normal business hours are 8:00am - 5:00pm on Monday - Friday.


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