Ryan Lange is a registered investment advisor at Orion Financial Group, based in Ballinger, TX, with 3 years of industry experience. Ryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
The annual fee of 2% is negotiable based on criteria such as historical relationships, asset types, anticipated future assets, and account composition.
Fee Estimator
Location
102 S. 8th Street, Ballinger, TX, 76821
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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 →Employment History
Current Registrations
Orion Financial Group
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Grove Point Advisors, LLC
Grove Point Investments, LLCBroker
Cwm, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations1 state
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.
Exams
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