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Range Wealth management

Personalized investment management.
Without the AUM fee.1

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.

Schedule a Consultation30-minute intro call · No commitment
Trusted by high earners at
The 10-year picture

1.25% sounds small.
Over a decade, it isn't.

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.

$1M Portfolio · 10-Year Fee Accumulation Illustrative
Starting portfolio $1,000,000 · Assumed annual growth 5%
Traditional advisor (1.25% AUM) Range (flat-fee $5,950 - per year)
$160K $120K $80K $40K $0
Yr 0Yr 2Yr 4Yr 6Yr 8Yr 10
Traditional advisor (1.25% AUM) $152,500
Range (flat-fee $5,950 - per year) $59,500
Estimated fee savings compared to a traditional 1.25% AUM fee model +$93,000
Range Investment spotlight

Full-service investment management

Built around your entire financial picture — and managed by a fiduciary team you actually work with.

Portfolio

Customized portfolio construction

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.

Tax Strategy

Automated tax-loss harvesting10

Ongoing opportunities to realize losses against gains — coordinated across your portfolio to help reduce tax drag on your long-term wealth.

Direct Indexing

Direct indexing

Own the individual securities behind the index. More independent positions to harvest losses from than a traditional ETF approach allows.

Roth Strategy

Backdoor & Mega Backdoor Roth

Strategic Roth conversion planning for high earners blocked from direct contributions — structured to navigate the pro-rata rule.

Ongoing Review

Portfolio analysis & rebalancing

Continuous review of allocation, drift, concentration, and risk — with recommendations integrated into your broader financial plan.

Alternatives

Alternative & private market planning

Allocation guidance for real estate, private equity, and other alts — including capital call planning and liquidity coordination.

Cash

High-yield savings3

Idle cash earning competitive yield — coordinated with your overall reserves and cash-flow plan, not held in isolation.

Consolidation

Account consolidation

Guidance and hands-on support to consolidate eligible investment accounts at Altruist — for streamlined management and reduced fees.

The full package

One fee. Eleven planning areas.
One team that handles all of it.

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.

Investment Planning

Portfolio management with no AUM fees, custodied at Altruist.

  • Automated tax-loss harvesting
  • Direct indexing
  • Risk profile + portfolio analysis
  • 4.05% APY high-yield savings
Most Requested

Tax Planning

Forward-facing strategy, not just filing the prior year.

  • Multi-year tax projections
  • K-1 review & donor-advised funds
  • Mega Backdoor Roth conversions
  • Crypto & digital asset planning

Equity Compensation

Specialist guidance for RSUs, options, IPOs, and secondaries.

  • QSBS optimization
  • 10b5-1 trading plans
  • Early exercise + AMT modeling
  • Secondary sale planning

Real Estate

Strategic guidance on primary, investment, and rental properties.

  • 1031 exchanges
  • Depreciation schedule review
  • Sell vs. hold analysis
  • Financing & liquidity evaluation

Retirement Planning

Income modeling that accounts for taxes, not just returns.

  • Roth conversion ladders
  • Social Security optimization
  • Tax-efficient distribution
  • Charitable giving plans

Estate & Insurance

Protect what you've built — and what you'll pass on.

  • Wills, trusts, powers of attorney
  • 529 education planning
  • Life & disability coverage review
  • Property & casualty analysis
Meet Rai

Your 24/7 AI advisor — backed by a real planning team.

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.

  • Models tax impact of every major decision before you make it
  • Trained on your portfolio, equity grants, and tax filings — not generic advice
  • Hands off to a Range advisor when judgment matters
  • Available the moment a question hits you, not when an advisor calls back
R
Rai
Online
If I exercise my 20K NSOs this year, what's my AMT exposure?
Looking at your grant ($0.42 strike, current FMV $14.80), exercising 20,000 NSOs would create $286,000 in ordinary income.

Your blended federal + CA rate is ~46%, so plan for ~$131K in tax due. Spreading across two tax years could save ~$18K. Want me to model both scenarios?
Yes — and check QSBS eligibility on the underlying shares.
Your team

A team of specialists — not a single generalist.

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.

Danielle Alcide
Senior Financial Planner, CFP®
Yosef Ghebray
Senior Financial Planner, CFP®
Jeff Lopez
Financial Planner, CFP®, CPA
Sam Swenson
Head of Tax, CFP®, CFA, CPA
Reed Bertram
Senior Financial Planning Associate, CIMA®
Emily Herrup
Investment Specialist, CFP®
Julienne Egofske
Financial Planner, CFP®
Kevin OHanlon
Financial Planner, CFP®
Vasilios Rajendra
Senior Investment Analyst, CFA, CFP®
Bri Matro
Investment Specialist
Jackson Brown
Senior Financial Planning Associate, CFP®
Cary Rothman
Senior Planner, CPA
Justin Kim
Senior Financial Planner, CFP®, CFA
Lauren Goodrich
Tax Planner, CPA
Dennis Elias
Senior Financial Planner, CFP®, CPWA®
Joseph Powanda
Financial Planner, CFP®, CPWA®
Emily Platt
Senior Investment Analyst, CFP®
Clare Dandridge
Financial Planner
Jack Kornutik
Financial Planner, CFP®, AAMS®, CRPC®
Matthew Ragone
Financial Planner, CFP®
Nina Doehrman
Financial Planner, CFP®
Skylar Frager
Tax Planner, CPA
Joe DeLasho
Senior Financial Planner, CFP®
Tom Callahan
Financial Planner, CFP®
How it works

Your first plans, 4 days after onboarding.

A guided path from your first call to a coordinated plan across investing, taxes, estate, and equity comp.

1

Book a demo call

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.

2

Complete onboarding

Securely connect your accounts, share household details, and define your goals. Most members finish onboarding in a single sitting.

3

Receive your first plans within 4 days

Your dedicated team delivers coordinated plans across investing, tax, estate, and equity — modeled on your actual accounts, not hypotheticals.

From Range members

High earners, finally getting their money's worth.

★★★★★
"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."
JM
James M.*
Tech founder · $2.4M portfolio
★★★★★
"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."
SR
Sarah R.*
Engineering leader · Pre-IPO equity
★★★★★
"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."
DK
David & Lena K.*
Physician household · $1.8M portfolio

*Current Range members. Not compensated for these testimonials. Individual results vary.

Common questions

What people ask before they book a demo.

How is Range different from a traditional advisor?+

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.

Do I have to move my assets to Range?+

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.

What does the membership actually cost?+

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.

Is Range a fiduciary?+

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

I already have a tax advisor. Do I need both?+

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.

What if I don't qualify or it's not a fit?+

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.

Learn more about what might save - and what might gain.

30 minutes with a Range advisor. Honest answers about whether the flat-fee model fits your situation. No obligation, no pitch.