Advisor at Open Range Financial Group, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Open Range Financial Group, LLC
Location
Waco, TX 76701
Credentials
CFP®, Series 66
Industry experience
5 years
Nicolas Sudderth is a CFP® with five years of industry experience, currently serving as a financial advisor at Open Range Financial Group, LLC since 2021. Prior to joining Open Range, he worked at Edward Jones for one year and was employed at Clear Creek Golf Club for six years. In addition to his advisory role, he is involved in insurance product sales through an affiliated insurance agency. Open Range Financial Group provides comprehensive portfolio management, financial planning, and consulting services to individual and high-net-worth clients, as well as trusts, estates, and charitable organizations. The firm offers discretionary portfolio management with tailored Investment Policy Statements and utilizes third-party platforms and sub-advisors to manage held-away retirement plan assets.
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
Texas
Open Range Financial Group
2021 - Present (5 years)
Edward Jones
2020 - 2021 (1 year)
Clear Creek Golf Cub
2014 - 2020 (6 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.
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