RK
CFP

Ryan Klemm

6 Years of Experience

Firm Information

Compensation
N/A
Number of Advisors
25 advisors
Number of Clients
224 clients
Average Client Portfolio
$646K average
Assets Under Management
$144.7M

Fee Structure

AUM-Based Fees (Flat)
Assets Under ManagementAnnual Fee
$0+0.00%

AUM fee is 0.0% annually. Clients also pay a flat software subscription fee.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Hourly Rate:$800 - $2,000/hr

Range Advisory charges a flat subscription fee for access to its software and financial platform, ranging from $49 to $10,000 per year, based on the services offered in each tier. This fee is paid to Range Finance, Inc., which then passes a portion to Range Advisory for advisory services. One-time planning services range from $800 to $2,000. Fees may be adjusted based on the complexity of the client's situation.

Areas of Practice
Financial Planning & CoachingRetirement PlanningTax PlanningEstate PlanningEducation PlanningInsurance PlanningHigh Net Worth
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Advisor Information

Office location

Austin, TX

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Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Range Advisory, LLC
February 2024 - Present · 1 yr 11 mos
Previous Registrations
Compound Advisers, INC.
April 2021 - September 2023 · 2 yrs 5 mos
Yeske Buie INC.
June 2018 - March 2021 · 2 yrs 9 mos
State Registrations4 states
PASCTXVA
Advisor
Exams
No exam information available for this advisor.