Open Range Financial Group, LLC fees and pricing
Financial planner in Waco, Texas. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated July 30, 2026, Open Range Financial Group, LLC charges a flat or project fee of $10,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed July 30, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $10,000
“Flat fees will not exceed $10,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Open Range Financial Group, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Our Firm now bills for our advisory services quarterly in advance.”
- “Fees are negotiable and may be waived or reduced temporarily at managements discretion.”
- “Our firm bills on cash unless indicated otherwise in writing.”
How Open Range Financial Group, LLC’s fees compare
- Its flat or project fee of $10,000 is above the Texas median of $3,850. 80% of the 401 other Texas planners that publish a flat or project fee charge less.
- 2 of the 3 other planners in Waco that publish a flat or project fee charge less.
About Open Range Financial Group, LLC
- Firm size: 3 employees.
- Registered as an adviser: 2015 (11 years).
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.85% a year
- Clients
- 71
- Employees
- 3
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $77,347,856
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 175296
- Phone
- (713) 706-3753
Other planners in Waco that publish fees
- 3T Advisors LLCWaco$250/hr, $250-$10,000
- Brilliant Financial Strategies LLCWaco$200-$500/hr, $300-$500/mo
- Disciplined Investors, L.L.C.Waco$150-$300/hr
- John Wessler & AssociatesWaco$250/hr, $25,000
- Noble Advisory Group LLCWaco$150/hr
- The Aspen Equity GroupWaco$275/hr
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.