Range Financial Group, LLC fees and pricing

Financial planner in Tigard, Oregon. Registered with the SEC.

According to its Form ADV Part 2A brochure dated June 11, 2026, Range Financial Group, LLC charges a flat or project fee of up to $50,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed June 11, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee
Up to $50,000
“The negotiated fixed rate for creating client financial plans is typically between $0 and $50,000.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Range Financial Group, LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

  • “Fees for partial quarters at the commencement or termination of our agreement will be billed or refunded on a pro-rated basis contingent on the number of days the account was open during the quarter.”
  • “In certain circumstances, fees may be negotiable, and the final fee schedule will be memorialized in the client’s advisory agreement.”
  • “Clients may terminate the agreement without penalty for a full refund of RFGL's fees within five business days of signing the Investment Advisory Contract.”

How Range Financial Group, LLC’s fees compare

  • Its flat or project fee of up to $50,000 spans the Oregon median of $4,000. 96% of the 92 other Oregon planners that publish a flat or project fee charge less.

About Range Financial Group, LLC

  • Firm size: 9 employees.
  • Credentials named in the brochure: CPA.
  • Meets clients remotely: the brochure mentions virtual or online meetings.
  • Registered as an adviser: 2020 (6 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
1.25% a year
Clients
400
Employees
9
Works with
Individuals, high net worth individuals, pension and profit sharing plans, charities, and businesses
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, and pension consulting
Assets managed
$408,081,122
Registered with
U.S. Securities and Exchange Commission
Disciplinary disclosures
None reported
SEC CRD number
290001
Website
rangefinancialgroup.com (opens in new tab)
Phone
(503) 482-4400

Can advise clients in 6 states: Arizona, California, Louisiana, Oregon, Texas, Washington

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