Advisor at Open Range Financial Group, LLC
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Firm
Open Range Financial Group, LLC
Location
Waco, TX 76701
Credentials
Series 63
Industry experience
28 years
Kale Hanson is a financial advisor at Open Range Financial Group, LLC with 28 years of industry experience. He holds a Series 63 designation and has been with Open Range Financial Group since 2015. Outside of his advisory role, he is the managing member and owner of V-5 Holdings LLC, a legal entity established to manage his investment advisory practice and related business activities. Open Range Financial Group serves individual and high-net-worth clients, as well as trusts, estates, and charitable organizations, providing portfolio management, financial planning, and held-away asset management services. The firm manages approximately $77 million and employs a discretionary investment approach using ETFs, mutual funds, and third-party sub-advisors.
Based on Open Range Financial Group, LLC
Flat fees for financial planning and consulting services, not to exceed $10,000
Under $500,000 - $499,999.99: 1.85% $500,000 - $999,999.99: 1.60% $1,000,000 - $1,999,999.99: 1.50% $2,000,000 - $4,999,999.99: 1.25% $5,000,000 - $9,999,999.99: 1.00% Over $10,000,000+: 0.70%
Account minimum: $250,000 Fee-only: Flat fees up to $10,000 for financial planning and consulting services
510 Austin Ave, Suite 118
Waco, TX 76701
Colorado · Texas
Open Range Financial Group, LLC
2015 - Present (11 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Waco, TX
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