For high income families.
Not backwards, build wealth correctly.
Trusted by professionals at
What's included
Custom portfolios built for your goals — with 0% AUM fees.1 Automated tax-loss harvesting, direct indexing, and Roth conversion strategies. Your portfolio is managed by a team, not an algorithm.
0% AUM fees1
Proactive tax strategy, year-round optimization, and filing — to help ensure things don't slip through the cracks. Our CPAs and Enrolled Agents specialize in high-income complexity: K-1s, equity comp, multi-state, crypto.
Most requestedISOs, NSOs, RSUs, ESPP — build an exercise strategy that seeks to minimize taxes and maximize upside.
Know exactly where you stand with real-time projections, Roth conversion analysis, and distribution strategy.
Evaluate investment properties, model rental income, and plan the tax impact before you act.
Wills, trusts, power of attorney, beneficiary reviews — all coordinated with your overall plan.
See how your money moves and where it could be working harder. Set goals, track progress.
"Range is a clean, ambitious platform for high earners who want to centralize everything — investments, taxes, estate plans — under one roof."
— Benzinga5
Your team
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.
Pricing
Traditional advisors charge ~1% of your assets every year. Range charges a flat annual membership — your costs don't grow as your wealth does.
Disclosure: The calculator is for illustrative purposes only and is not a guarantee of future fees, costs, or savings. Range Advisory, LLC does not charge an asset-based fee. Instead, clients pay a flat annual membership fee, which currently ranges from $2,950 to $9,950 per year, depending on the services selected. In addition to the membership fee, clients are responsible for custodian and other third-party fees, which are passed through at cost. The comparison shown assumes a traditional advisory fee of approximately 1% of assets annually, but actual fees charged by other advisers may be higher or lower and may vary based on account size, services, and other factors. Your actual total costs and any estimated savings will depend on your selected services, account type, assets held, trading activity, and applicable third-party charges. Please refer to your Investment Advisory Agreement for the fees and payment terms applicable to your relationship with Range. Applicable fees and payment terms are described in Range's Investment Advisory Agreements.
Meet Rai
Ask Rai anything about your finances — tax implications of exercising options, Roth conversion timing, cash flow questions, scenario planning. Get instant, data-informed answers grounded in your actual financial picture.
When you need deeper guidance, your human advisory team is always a message away.
Please see Range Advisory's ADV Part 2A for important risk disclosures and risks related to the use of 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.
The platform
Connect all your accounts — brokerage, retirement, bank, credit cards, real estate — and see everything in one place.
Range runs thousands of projections on your actual data, so you can see the impact of every decision before you make it. Monitor goals, track net worth, and plan for what's next — all in real time.
Member stories
*Current member, not compensated for this testimonial.
"We love that Range has a team of experts working on your finances, versus just one traditional advisor."
"The advice has been incredible. Any time we send a question, the response has been quick, thoughtful and thorough."
"The presentation and organization of my data on the site is good. Easy to read. Easy to digest. My confidence in my finances has really improved."
On your schedule
Send questions to your advisory team anytime — no need to schedule a call and wait two weeks. Most questions get a thoughtful, personalized response within hours.
It's financial advice that works around your life, not the other way around.
Why trust Range
256-bit encryption, two-factor authentication, and read-only account connections. your data's security is a top priority.
Your team holds CFP, CPA, CFA, and EA designations — the highest standards in the industry.
Range is a registered fiduciary. We're legally required to act in your best interest — not ours.
Wealthtech 100.5 Top Financial Advisor by Newsweek and Forbes.5 5-star Benzinga review.5
Many advisors are a single person managing investments and maybe basic planning. Range gives you a full team — CFPs, CPAs, tax strategists, and equity comp specialists — plus a platform that connects all your financial data in real time. You get comprehensive planning across investments, taxes, retirement, estate, real estate, and more. Not just portfolio management.
Range charges a flat annual membership fee — no AUM fees, no hidden charges, no percentage of your assets. Memberships range from $3,000 to $9,000/year depending on your level of complexity. Your fee stays the same whether you have $500K or $5M invested.
You'll connect your financial accounts, complete a short onboarding questionnaire, and then meet with a Range advisor. From there, your team builds your first personalized plan — typically delivered within 1-2 weeks. You'll work through planning modules one at a time, with clear action items at each step.
Yes. Range is a Registered Investment Advisor (RIA) with the SEC. We are legally required to make recommendations in your best interest. Our advisors hold CFP, CPA, CFA, EA, and other top-tier certifications.
Yes — this is exactly what Range is built for. We have dedicated Equity Compensation Associates for stock options (ISOs, NSOs, RSUs), CPAs experienced with K-1s and multi-state filing, and advisors who specialize in real estate investment strategy and international tax planning.
0%
Assets under management fees
12+
Planning areas covered
24/7
Access to Rai + your team
Comprehensive financial planning, tax strategy, and investment management — for one flat fee.1
Get started →.svg)
.svg)
.svg)
