# Lange Financial Group, LLC

> Lange Financial Group, LLC is a state-registered investment advisory firm in Pittsburgh, PA, registered since 2002, with no regulatory assets under management reported in its Form ADV filing dated March 31, 2026.

- CRD: 118684
- Filed as: LANGE FINANCIAL GROUP, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Pittsburgh, PA
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/118684
- AdvisorCensus page: https://advisorcensus.com/firm/lange-financial-group-llc-pittsburgh-pa-118684

## Quick answers

**How is Lange Financial Group, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Lange Financial Group, LLC reports these compensation arrangements: other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Lange Financial Group, LLC located?**
Lange Financial Group, LLC's principal office is in Pittsburgh, PA, according to its Form ADV.

**Is Lange Financial Group, LLC registered with the SEC or a state?**
Lange Financial Group, LLC is a state-registered investment advisory firm, registered since 2002. Status as filed: APPROVED. CRD 118684.

**Does Lange Financial Group, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/118684

## From the Form ADV filing

### Compensation (Item 5.E)
- Other

### Advisory services (Item 5.G)
- Financial planning services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other

### Firm details
- Registered since: 2002 (24 years)
- Employees: 6 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, FL, NY, OH, PA, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- disabledchildplanning.com
- faculty-advisor.com
- outestateplanning.com
- paytaxeslater.com
- Facebook @ROTHREVOLUTION
- Facebook @outestateplanning
- Instagram @retiresecure
- LinkedIn @jameslangecpa
- TikTok @retiresecure
- X @rothguy
- YouTube @retiresecure
- YouTube @retiresecure

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Lange Financial Group, LLC (CRD 118684): Form ADV filing data as of October 2026.