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
- Phone
- (503) 482-4400
Can advise clients in 6 states: Arizona, California, Louisiana, Oregon, Texas, Washington
Other planners in Tigard that publish fees
- Brightwood Ventures, LLCTigard$150/hr
- Clarity Capital Management LLCTigard$300/hr
- Eugenio FinancialTigard$345/hr
- Mckelvey Wealth Management, LLCTigard$250/hr
- Mulligan Capital, IncTigard$249/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.