Scottsdale, AZ Office

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.