Lange Financial Group, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$0
Total clients
462
0% high-net worth
Total advisors
1
of 6 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
462
Average account size
$0
About
Lange Financial Group, LLC provides financial planning and consulting to individuals, trusts, estates, and charitable organizations, and supplements those services with a monthly newsletter and periodic educational seminars. The firm also distributes informational products and offers general financial education that is not tailored as individualized investment advice.
Lange operates primarily as a solicitor/promoter: it refers clients to independent, third‑party investment managers for implementation and does not engage in direct portfolio management, custody, or discretionary trading on client accounts. Instead of charging percentage‑of‑AUM advisory fees, clients receive disclosure documents from both LFG and the independent managers that describe the implementation and compensation arrangements.
Notably, the firm maintains affiliated business entities across accounting, legal, and insurance services and discloses these relationships as potential conflicts of interest; several of its supervised persons hold CPA and CFP® credentials. The managing member is licensed as both an attorney and a CPA and the firm emphasizes referrals to affiliated and independent professionals rather than providing those services in‑house.
Client services
Financial planning
Selection of other advisers
Newsletters or periodicals
Educational seminars or workshops
Acts as solicitor
Expertise
General tax planning
General estate planning guidance
Occupation focus
Founder/Business Owner
Main office location
Lange Financial Group, LLC
2200 Murray Avenue
Pittsburgh PA 15217, United States
Number of offices
2
Most active in
Lange Financial Group, LLC has reported serving >5 clients in these states in the last 12 months.
Arizona · Florida · New York · Ohio · Pennsylvania · Texas · Virginia
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
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.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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