Tampa, FL Office
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Lange Financial Group, LLC
Team
Firm-wide stats for Lange Financial Group, LLC
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.
Based on Lange Financial Group, LLC
Location
Tampa FL
Advisors at this office
1
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