Range Financial Group, LLC logo

Range Financial Group, LLC

Updated today

Client AUM

$402,576,140

Clients

400

Advisors

7

across 2 offices

About

Range Financial Group is a team-based advisory firm that works with individual and high‑net‑worth clients as well as pension/employee benefit plans, charitable organizations and business entities, providing financial planning, discretionary portfolio management, and pension/401(k) consulting. The firm manages assets on an asset‑based fee model and also delivers one‑time or fixed financial planning engagements and written ERISA‑compliant pension plans when required.

The firm builds tailored investment programs and typically manages client accounts on a discretionary basis, employing a mix of analytical methods (including fundamental, quantitative, technical, and modern portfolio theory) and strategies such as long‑ and short‑term trading and margin transactions. Portfolios generally emphasize mutual funds, ETFs, equities and fixed income but the advisory menu also includes less common vehicles the firm may use for diversification, including private placements and venture capital interests.

Range Financial Group is noteworthy among peers for its personnel and service mix: some supervised persons are licensed insurance agents who may offer insurance products for compensation, and the firm has an associated CPA who may provide accounting‑related services to clients; these relationships and related conflicts of interest are disclosed in the brochure and documented in client files. The firm also highlights pension consulting as a formal service offering and discloses practices around potential third‑party benefits and trade aggregation, which may be relevant for clients evaluating governance and conflicts.

Client services

Financial planning Portfolio management Pension consulting

Expertise

Private / alternative investments Retirement plans for business owners (SEP, solo 401k)

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Fee options

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: Pension consulting minimum annual fee: $5,000 for assets $0-$1,000,000 Fee-only: Fixed financial planning fees negotiated between $0 and $50,000

Main office

See office

7307 SW Beveland St, #110

Tigard OR 97223

Advisors at this office

5

Most active in

Arizona · California · Louisiana · Oregon · Texas · Washington

Also doing business as

Dahm, Eric · Dahm, Eric Robert · Eric R. Dahm Wealth Management · Range Financial Group, LLC

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® with 18 years of industry experience, currently serving at Range Financial Group, LLC since 2020. She previously worked at Human Investing from 2016 to 2020. Outside of her advisory role, she has been involved in managing the administrative closure of a financial advisory and insurance business of which she was a 50% owner. Range Financial Group is a team-based advisory firm serving individual and high-net-worth clients, pension/employee benefit plans, charitable organizations, and business entities. The firm provides financial planning, discretionary portfolio management, and pension/401(k) consulting, employing diverse analytical methods and investment strategies tailored to client needs.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k)
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.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k)
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.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k)
user avatar

Steven H

CFP®, Series 66

Tigard, OR

Range Financial Group, LLC

Steven Harpham is a CFP® and holds a Series 66 license with 17 years of industry experience. He has worked at Range Financial Group, LLC since 2020 and was previously with Anderson Fisher LLC, dba Human Investing, from 2016 to 2020. Harpham also conducts a small unrelated life and health insurance business. Range Financial Group is a team-based advisory firm serving individual and high-net-worth clients, pension and employee benefit plans, charitable organizations, and business entities. The firm offers financial planning, discretionary portfolio management, and pension consulting, typically managing accounts on a discretionary basis using a variety of analytical methods and investment strategies.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k)
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.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k)
user avatar

Robert F

CFP®

Tigard, OR

Range Financial Group, LLC

Robert Fankhauser is a CFP® professional with nine years of experience in financial advising. He has worked at Range Financial Group, LLC since 2017 and previously at Human Investing. Range Financial Group is a team-based advisory firm serving individual and high-net-worth clients, pension and employee benefit plans, charitable organizations, and business entities. The firm provides financial planning, discretionary portfolio management, and pension consulting, employing a range of analytical methods and investment strategies tailored to client needs.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k)
View complete list of advisors at this firm
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