A complete list of active advisors currently associated with Open Range Financial Group, LLC
Warmer can help you find a great advisor at Open Range Financial Group, LLC or one who fits your needs even better.
Open Range Financial Group advises individuals (including high‑net‑worth clients), as well as trusts, estates and charitable organizations, through comprehensive portfolio management and standalone financial planning and consulting. The firm manages discretionary portfolios and provides planning services across a range of topics — from retirement and estate planning to business and tax planning — overseeing roughly $77 million in regulatory assets for about 71 client relationships. The firm combines individualized financial planning with ongoing portfolio monitoring and may use third‑party sub‑advisors to implement and trade client strategies; its investment process draws on fundamental and technical analysis and can include a broad set of instruments such as ETFs, mutual funds, interval funds, alternative investments and private equity where suitable. Custodial access is provided via Charles Schwab and Altruist, accounts are reviewed at least quarterly, and the firm maintains a stated minimum account size for its comprehensive management service. A notable feature is the firm’s affiliation with an insurance affiliate (Open Range Insurance Group, LLC), and several representatives are licensed to sell commissionable insurance products — a potential conflict the brochure discloses and says is managed through fiduciary obligations and client choice. The firm also emphasizes business‑oriented planning services (including corporate tax planning and cost segregation studies) and recent operational changes such as recommending Altruist as a custodian and moving to quarterly‑in‑advance billing.
To learn more about the advisors currently working at Open Range Financial Group, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Waco, TX
| 6
| |
Waco, TX
| 29
| |
Waco, TX
| 6
|
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