Range Financial Group, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$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
Expertise
Fee options
$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%
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 office7307 SW Beveland St, #110
Tigard OR 97223
Advisors at this office
5
Offices (2)
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
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.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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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.
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