Range Financial Group, LLC logo

Range Financial Group, LLC

Updated today

Client assets under management

$402,576,140

Clients

400

33% high-net worth

Advisors

7

of 9 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

57

Typical

Average account size

$1,006,440

About

Range Financial Group serves individual and high-net-worth clients as well as pension and profit-sharing plans, charitable organizations, and business entities, offering discretionary portfolio management, comprehensive financial planning, and pension consulting (including the preparation of ERISA‑compliant plan documents). The firm also provides one‑time financial plans and ongoing wealth management tailored to each client’s goals, time horizon, and risk tolerance.

The firm states it builds portfolios using a mix of model allocations and individualized recommendations, documenting risk tolerance through questionnaires and regular reviews; its analytic toolkit includes fundamental, quantitative, technical, cyclical, and modern portfolio theory approaches applied across mutual funds, ETFs, fixed income, equities, TIPS, and, when appropriate, private placements and venture capital investments. Range Financial Group describes itself as a fiduciary that seeks fair allocation of investment opportunities across clients, conducts monthly or quarterly reviews for managed accounts, and may aggregate trades to pursue execution efficiencies.

Compared with many peer team firms, Range Financial Group discloses affiliated non‑advisory activities: several supervised persons are licensed insurance agents and the firm includes an affiliated CPA, so insurance product sales and accounting‑related services are offered alongside advisory services; the brochure explains the resulting conflicts of interest, required disclosures, and procedures intended to mitigate them. The firm also highlights formal pension consulting services and institutional custody relationships (Schwab/Altruist) that provide research and operational support—features that are less common among similar team advisory firms.

Client services

Financial planning Portfolio management Pension consulting

Expertise

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Wealth management General tax planning College savings (529s, UTMA, etc.)

Occupation focus

Founder/Business Owner Retired

Fee options

Fixed

Negotiated fixed rate for financial planning typically $0 to $50,000

Percentage

$1 - $500,000: 1.25% $500,001 - $2,000,000: 1.00% $2,000,001 - $10,000,000: 0.75% $10,000,001+: 0.50%

Other

Minimum fee: $5,000 minimum annual fee for pension consulting services for assets between $0 - $1,000,000 Fee-only: Fixed fees typically between $0 and $50,000 for financial planning only services

Main office location

Range Financial Group, LLC

7307 Sw Beveland St, #110

Tigard OR 97223, United States

Number of offices

8

Most active in

Arizona · California · Louisiana · Oregon · Texas · Washington

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Stephanie T

CFP®, Series 63, Series 66

Tigard, OR

Range Financial Group, LLC

Stephanie Thompson Buttice is a CFP® professional with 18 years of industry experience, currently serving at Range Financial Group, LLC since 2020. Her prior experience includes roles at Human Investing and G.A. Repple & Company / Living Water Financial Advisors. She is a 50% owner of Living Water Financial Advisors, LLC, which is in the process of closing, and assists clients with life insurance needs through a third-party broker. Range Financial Group is a team-based registered investment adviser with seven advisors managing approximately $320 million for individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm offers discretionary portfolio management, pension consulting, and standalone financial planning, employing a diverse investment approach that includes quantitative, fundamental, and technical analysis among other methods.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Wealth management General tax planning College savings (529s, UTMA, etc.) Founder/Business Owner Retired
user avatar

Jeffrey K

CFP®, CFA®, Series 63, Series 65

Tigard, OR

Range Financial Group, LLC

Jeffrey Kuest is a CFP® and CFA® with 22 years of experience in financial advisory. He is currently with Range Financial Group, LLC, where he has worked since 2025, following a 16-year tenure at Counterpoint Capital Advisers, LLC. Range Financial Group is a team-based registered investment adviser with seven advisors managing approximately $320 million for individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm provides discretionary portfolio management, pension consulting, and standalone financial planning, employing a diverse range of investment methods and maintaining regular portfolio monitoring under discretionary authority.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Wealth management General tax planning College savings (529s, UTMA, etc.) Founder/Business Owner Retired
user avatar

Troy D

Series 65

Tigard, OR

Range Financial Group, LLC

Troy Duppenthaler is a Series 65-licensed advisor with Range Financial Group, LLC in Tigard, Oregon. He has been with the firm since 2025 and has prior work experience with First Pacific Financial, Inc. and Countryside Community Church. Range Financial Group is a team-based registered investment adviser managing approximately $320 million for individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm employs a variety of investment methods and provides discretionary portfolio management, pension consulting, and financial planning services.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Wealth management General tax planning College savings (529s, UTMA, etc.) Founder/Business Owner Retired
user avatar

Steven H

CFP®, Series 66

Tigard, OR

Range Financial Group, LLC

Steven Harpham is a CFP® with 16 years of industry experience, currently serving as an advisor at Range Financial Group, LLC since 2020. His prior experience includes roles at Anderson Fisher LLC and G.A. Repple & Company. In addition to his advisory work, he maintains a small life and health insurance business. Range Financial Group is a team-based registered investment adviser with seven advisors managing approximately $320 million for individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm employs a variety of investment methods and typically implements discretionary portfolio management, pension consulting, and standalone financial planning services.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Wealth management General tax planning College savings (529s, UTMA, etc.) Founder/Business Owner Retired
user avatar

Scott A

Series 63, Series 65, Series 66

Tigard, OR

Range Financial Group, LLC

Scott Adler is a financial advisor at Range Financial Group, LLC with 22 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. Prior to joining Range Financial Group in 2020, he worked at Fidelity Brokerage Services LLC and Wells Fargo Investments. Outside of his advisory role, Adler co-owns Heitt Health Corp, a healthy vending business serving schools, which he operates jointly with his wife. Range Financial Group is a team-based registered investment adviser managing approximately $320 million for individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm employs a variety of investment methods, including quantitative and fundamental analysis, and provides discretionary portfolio management along with pension consulting and financial planning services.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Wealth management General tax planning College savings (529s, UTMA, etc.) Founder/Business Owner Retired
user avatar

Eric D

Series 65

Scottsdale, AZ

Range Financial Group, LLC

Eric Dahm is a financial advisor at Range Financial Group, LLC in Scottsdale, AZ, with 15 years of industry experience. He holds a Series 65 designation and has worked at Range Financial Group since 2017, following eight years at Human Investing. In addition to his advisory role, Mr. Dahm is also an insurance agent. Range Financial Group is a team-based registered investment adviser with seven advisors managing approximately $320 million for individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm employs a variety of investment methods and provides discretionary portfolio management, pension consulting, and standalone financial planning services.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Wealth management General tax planning College savings (529s, UTMA, etc.) Founder/Business Owner Retired
user avatar

Robert F

CFP®

Tigard, OR

Range Financial Group, LLC

Robert Fankhauser is a CFP® with eight years of industry experience. He has been with Range Financial Group, LLC since 2017 and previously worked at Human Investing and Vergepointe LLP. Range Financial Group is a seven-advisor team managing approximately $320 million for individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm provides discretionary portfolio management, pension consulting, and financial planning, using a variety of investment methods and a broad range of securities tailored to client risk profiles.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Wealth management General tax planning College savings (529s, UTMA, etc.) Founder/Business Owner Retired
Warmer team member

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")