Stephanie Thompson-Buttice
Stephanie Thompson-Buttice is a CFP-designated registered investment advisor at Range Financial Group, LLC, based in Tigard, OR, with 18 years of industry experience. Stephanie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 405 clients with $410M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $2.0M | 1.00% |
| $2.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees may be negotiable in certain circumstances.
Fee Estimator
Location
7307 SW Beveland St, #110, Tigard, OR, 97223
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Stephanie is closing down her financial advisory and insurance business, Living Water Financial Advisors, dedicating about 10-20% of her time to administrative tasks. She also spends minimal time managing SSHM Corp, a C Corp that manages Living Water Financial Advisors, and evaluating life insurance needs for clients, facilitating sales through a third-party broker.
Employment History
Current Registrations
Range Financial Group, LLC
Previous Registrations
Human Investing
G. A. Repple & Company
G. A. Repple & CompanyBroker
Next Financial Group, INC.Broker
Private Consulting Group, INC.Broker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.