Pricing

Choose a Range that suits you and your household.

Discover a simplified, more accessible wealth management experience. Range members and their household collaborators are supported by our financial team across all of our premium  services, while our thoughtfully designed platform makes it easy to access the insights you need.

Get help choosing. Chat with a specialist

Please note that all plans are based on an annual contract.

Platinum

$1,200/qtr

$4,800 annual membership

Become a Member

All Premium benefits, plus these additional services:

Tax planning, plus prep and filing

Estate planning, plus document drafting

Consolidation of all 401(k)s

Premium

$600/qtr

$2,400 annual membership

Become a Member

1:1 Advisor onboarding

Unlimited Zoom calls with advisors

24-7 access to your advisor through the Range dashboard

Investment management

Tax planning

Retirement management

Insurance analysis

*Fully managed portfolio services are available to all members and incur an additional  fee of 0.25% of assets managed

Platinum

starting at

$1,200 / qtr

$4,800 annual membership

Premium

starting at

$600 / qtr

$2,400 annual membership

Please note that all plans are based on an annual contract.

Platinum

$4,320/year

$4,320 annual membership

Become a Member

All Premium services +

Taxes filed

Estate plan document formation

Consolidate all 401k's

Premium

$2,160/year

$2,160 annual membership

Become a Member

1:1 Advisor onboarding

Unlimited Zoom calls with advisors

24-7 access to your advisor through the Range dashboard

Investment management

Tax planning

Retirement management

Insurance analysis

*Fully managed portfolio services are available to all members and incur an additional  fee of 0.25% of assets managed

Platinum

starting at

$4,320 / year

$4,320 annual membership

Premium

starting at

$2,160 / year

$2,160 annual membership

Advisor Relationship

24-7 access to your advisor through Range dashboard

Zoom onboarding with  your advisor

Unlimited zoom calls with advisors

Household Collaboration

Separate logins for you and your partner

All financials in one place

Personalized Guidance

Curated financial plan

Goal tracking & prioritization

Cash flow statement & personal balance sheet

Cash flow optimization

Debt repayment strategy

Employee benefit analysis

Retirement Planning

Income needs analysis

Distribution strategies

Projections and simulation tools

Savings recommendations

Debt repayment strategy

Retirement plan consolidation

Investment Planning and Management

Risk profile assessment

Analysis of current investments

Portfolio recommendations

Savings recommendations

Fully managed portfolios including monitoring and rebalancing*

Account consolidation

Insurance Planning

Analysis of current risk exposure

Existing insurance policy evaluation

Portfolio recommendations

Savings recommendations

New policy recommendations

Tax Planning and Preparation

Tax loss harvesting

Roth conversions

Withholding analysis

Federal and state tax filing

Federal and state tax monitoring

Estate Planning and Document Preparation

Evaluation of existing estate plan documents

Estate checklist and beneficiary list

Emergency contact management

Trusts

Wills

Power of Attorney and Medical Directives

Education Planning

Education needs analysis

529 plan recommendations

Student loan repayment strategy

Personalized financial planning solutions for a fraction of the cost that traditional CFPs charge

Frequently asked questions:

Can my partner join my account?

Yes! You can invite a partner and any number of dependents to your household at no extra cost. You and your partner will each get your own login and a joint understanding of your finances.

Is a credit card required to sign up?

Yes. At the end of the sign up flow you have the choice to select our Premium or Platinum tier and will get immediate access to the dashboard.

If you select a call instead, we won't charge your card. But, after the call if you're ready to sign up it's an easy flip of a switch since you've already provided the details.

Is there a discount for an annual plan?

Yes! We offer discounts on annual plans paid up front.  Our goal is to make it incredibly easy for you to plan your finances -- including choosing the best tools to help you with your money!

Why is there no free trial?


We make an investment in our members to give them an exceptional service experience from day one.

Still have questions?

Set up a 1:1 call with our team to get a walk through of the product. Just take a moment to create an account and fill out our form.

You can also call or text us now at 917-727-2313