Customized portfolios built with complete financial context. Range
considers your entire household - goals, taxes, major life decisions, and upcoming cash needs - so every investment decision works in context.
AUM fees compound as your portfolio grows. A flat fee doesn't. Here's the difference for a household with a $1M portfolio.**
**Comparison assumes 1.25% annual AUM fee on a $1M starting portfolio with 5% annual growth over 10 years, vs. Range's $5,950 Platinum flat membership fee. Range membership pricing ranges from $2,950 to $9,000+ annually depending on household complexity. Past performance does not guarantee future results. See Form ADV Part 2A for details.
Built around your entire financial picture — and managed by a fiduciary team you actually work with.
Risk- and goal-aligned portfolios designed by your advisory team — not a one-size-fits-all model. Reviewed and rebalanced as your life and the markets evolve.
Ongoing opportunities to realize losses against gains — coordinated across your portfolio to help reduce tax drag on your long-term wealth.
Own the individual securities behind the index. More independent positions to harvest losses from than a traditional ETF approach allows.
Strategic Roth conversion planning for high earners blocked from direct contributions — structured to navigate the pro-rata rule.
Continuous review of allocation, drift, concentration, and risk — with recommendations integrated into your broader financial plan.
Allocation guidance for real estate, private equity, and other alts — including capital call planning and liquidity coordination.
Idle cash earning competitive yield — coordinated with your overall reserves and cash-flow plan, not held in isolation.
Guidance and hands-on support to consolidate eligible investment accounts at Altruist — for streamlined management and reduced fees.
Range isn't a robo-advisor or a one-person shop. It's a coordinated team of specialists — covering every part of your financial life.
Portfolio management with no AUM fees, custodied at Altruist.
Forward-facing strategy, not just filing the prior year.
Specialist guidance for RSUs, options, IPOs, and secondaries.
Strategic guidance on primary, investment, and rental properties.
Income modeling that accounts for taxes, not just returns.
Protect what you've built — and what you'll pass on.
Rai answers complex financial questions instantly, using your actual data — accounts, equity, taxes, estate. When the question needs a human, your advisor is one click away.
Many advisors are one person covering everything. Range gives you a dedicated team: CFPs, CPAs, Enrolled Agents, and equity compensation specialists — from firms like Goldman Sachs, Vanguard, UBS, and Merrill Lynch. You get the right expert for every question.
























A guided path from your first call to a coordinated plan across investing, taxes, estate, and equity comp.
30 minutes with a Range advisor. We'll learn about your finances, goals, and where today's setup falls short — and tell you honestly if Range fits.
Securely connect your accounts, share household details, and define your goals. Most members finish onboarding in a single sitting.
Your dedicated team delivers coordinated plans across investing, tax, estate, and equity — modeled on your actual accounts, not hypotheticals.
"We were paying $24K a year in AUM fees on a portfolio our last advisor barely touched. Range is a third of that — and they actually do the tax and equity work too."
"Our QSBS planning alone saved us low six figures in federal tax. The membership pays for itself ten times over before you even count the rest."
"The team built a Roth conversion ladder, restructured our estate plan, and reviewed our rental property depreciation in the first month. Our old advisor never mentioned any of it."
*Current Range members. Not compensated for these testimonials. Individual results vary.
Traditional advisors charge ~1% of your assets every year and usually focus on investments alone. Range charges one flat annual fee and covers eleven planning areas — investments, taxes (including filing), estate, equity comp, real estate, retirement, insurance, and more — with a team of CFPs, CPAs, and specialists, not a single advisor.
No. You can become a member and get full advice on accounts that stay at Schwab, Fidelity, Vanguard, or anywhere else. If you do want active management, Range custodies your assets at Altruist — an independent third-party custodian. Your money never sits at Range.
Range memberships are a flat annual fee ranging from $2,950 to $9,000+ depending on household complexity — equity grants, business income, multiple properties, etc. We quote your exact fee during your demo. There are no AUM fees, no commissions, and no sales charges.
Yes. Range Advisory, LLC is an SEC-registered investment adviser. Fiduciary duty means we are legally required to act in your interest. No product sales. No commissions. No conflicts. Our Form ADV Part 2A is publicly available.1
You don't need both. Range Tax (an affiliated entity) handles federal and state filing for members, and tax strategy is woven into every recommendation our planners make. Many new members consolidate their old CPA, financial advisor, and estate attorney into the Range membership.
We'll tell you on the first call. Range is built for households earning $400K+ with complex financial lives. If we're not the right fit, we'll point you somewhere better — there's no obligation from booking a demo.
30 minutes with a Range advisor. Honest answers about whether the flat-fee model fits your situation. No obligation, no pitch.