Steven Harpham
Steven Harpham is a CFP-designated registered investment advisor at Range Financial Group, LLC, based in Tigard, OR, with 16 years of industry experience. Steven 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
Steven is self-employed in the life and health insurance business since 2020, dedicating minimal time to it. This work is secondary to his role at Range Financial Group.
Employment History
Current Registrations
Range Financial Group, LLC
Previous Registrations
Human Investing
G. A. Repple & CompanyBroker
G. A. Repple & Company
Next Financial Group, INC.
Next Financial Group, INC.Broker
Multi-Financial Securities Corporation
Multi-Financial Securities CorporationBroker
State Registrations5 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.