Robert
Fankhauser

Range Financial Group, LLC

CRD#6716172
Investment Advisor
in Portland, OR

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About this Advisor

Robert Fankhauser is a certified financial planner who works in Portland, Oregon who has 5 years of relevant experience. Fankhauser is an advisor for Range Financial Group, LLC. Throughout their career, they have worked at Human Investing, Vergepointe Llp and Range Financial Group, LLC. Fankhauser is able to serve investors in Oregon. Range Financial Group, LLC is an advisory company that has its headquarters in Portland, OR. It has a total of seven advisors. It administers $230 million in assets under management across its 288 accounts, placing it among the mid-sized financial advisory firms in the nation by assets under management. The firm provides services to one charitable organizations. Of its 288 client accounts, 37% are held by high-net-worth individuals who have at least $1 million in assets. The company offers a few services, including financial planning services, portfolio management for individuals and small businesses and pension consulting services. Fees for financial advice typically are based on which services the firm provides the client. However, fees billed by Range Financial Group, LLC can be comprised of asset-based and fixed fees.

Certifications and Registrations

CERTIFIED FINANCIAL PLANNER™

Years Registered*

5 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

7307 Sw Beveland St #110
Portland, OR 97223

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Range Financial Group, LLC Brokerage Details

Total Assets Under Management

$229,937,383

OR Average: $1,120,203,312
Total Number of Employees

7

OR Average: 50
Total Number of Accounts

288

OR Average: 1,309
Average Account Size

$798,394

OR Average: $855,770

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services

Robert Fankhauser Work History

Robert has been registered as a financial advisor for 5 years.*

2017 - Present (7 years)

Range Financial Group, LLC

2016 - 2017 (1 year)

Human Investing

2012 - 2016 (4 years)

Vergepointe Llp

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Robert Fankhauser to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Range Financial Group, LLC

Scott Adler
Portland, OR
Robert Fankhauser
Portland, OR
Eric Dahm
Portland, OR
Steven Harpham
Portland, OR

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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