Orion Financial Group manages investment portfolios and provides comprehensive financial planning services for individuals, business owners, and corporate retirement plans. Orion Financial Group builds personalized investment strategies based on each client's specific goals, time horizon, and comfort with risk. For investment management, Orion Financial Group offers both discretionary authority—where trades are made without prior approval—and non-discretionary services that require client approval for every transaction. In addition to portfolio management, Orion Financial Group creates full financial plans covering net worth, cash flow, retirement strategies, risk management, tax reduction, and estate preservation. Orion Financial Group also provides consulting on specific topics and acts as a fiduciary for employer-sponsored retirement plans under federal rules. Led by Ryan Lange, Orion Financial Group operates out of Ballinger, Texas.
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.