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Most people have accounts spread across multiple places—a 401(k) here, a Roth IRA there, some taxable accounts from different brokerages. Each holding different investments.
The question everyone faces: Are they working together? Are you optimizing for taxes? Are you holding the proper investments in each account?
Getting a clear answer has traditionally meant booking time with an advisor, sharing all your information, then waiting weeks for them to analyze everything and build your strategy, only revisiting once a year.
Starting now, Range members can receive a fully personalized investment strategy in seconds, powered by our new Instant Investment Planning feature.
What You Get
Range's Instant Investment Planning analyzes your complete financial picture and delivers:
Clear recommendations for every account
See exactly what to hold in your 401(k), IRAs, HSA, and taxable accounts to maximize tax efficiency and minimize fees.
Your personalized target allocation
Get a portfolio strategy built around your specific risk tolerance, timeline, and goals—not a generic model.
Actionable next steps
No guessing. We help you consider what to buy, sell, or rebalance, with clear explanations of why each move matters.
Tax optimization strategies
Automatically identify opportunities for tax-loss harvesting, strategic asset location, and more efficient portfolio structure.
Insights on what's working (and what's not)
Spot overweight positions, expensive funds, or gaps in your diversification immediately.
How It Works
Your investment plan uses Range's documented planning methodology—the same framework our CFPs follow when creating plans for clients. You answer a few questions to confirm your financial details, and Range generates your complete strategy in seconds.
To get your plan:
- Log in to Range
- Go to Investments → Recommendations
- Click Get Started and answer a few questions
- Review your personalized recommendations
Not a Range member yet? This feature is available with Premium, Platinum, and Titanium memberships. Learn more about Range →
Implement Your Plan
Once you have your strategy, you can execute it yourself or use Range's automated investment management at 0% AUM fees¹. We'll handle rebalancing, tax strategies, and ongoing portfolio management
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Disclosures:
1 Brokerage fees, transaction charges, and other applicable platform fees imposed by our custodian are not included in your membership and will be passed through to you as the Member. Additionally, fund fees charged by third-party managers (such as mutual fund or ETF expense ratios) will apply; these fees are separate from your membership and are not received or shared by Range in any way.
Range Advisory, LLC (“Range Advisory” or “the Firm” or “us”) is an SEC registered investment adviser. Registration with the SEC should not be construed as an endorsement or an indicator of investment skill, acumen, training, or experience. For additional information about Range Advisory’s services, please refer to our Legal & Compliance Disclosure, Form ADV Part 2A, and Client Relationship Summary.
Investment Planning Automation encodes Range Advisory’s proprietary documented planning methodology and is generated using artificial intelligence (“AI”). Recommendations depend on the accuracy and completeness of the information you provide to us. Recommendations based on incorrect or incomplete data may not be accurate. Your relevant client data will be shared to third-party LLM providers (such as Anthropic and OpenAI) for the purpose of generating an investment plan. These providers are contractually prohibited from using your data to train their general AI models. Range has no conflicts of interest with these providers that would influence the advice you receive. Please see Range Advisory’s ADV Part 2A for important risk disclosures related to the use of AI.
Investing involves risk, including possible loss of principal. Range does not guarantee future performance or any specific outcome.
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