One platform with everything you need to grow your wealth.
“Range has 100% met my expectations and surpassed them. Now that I’ve been using the platform, I don’t know if I could live without it.”
Sharon
Current
Premium Member
-not compensated for this testimonial.
“Range gives me DIY digital tools in a singular dashboard—which updates in real time. Plus, I have access to Certified Financial Planners who have thoughtfully answered all of my questions—big and small.”
John
Current
Premium Member
-not compensated for this testimonial.
“We love that Range has a team of experts working on your finances, versus just one traditional advisor.”
Apryl & Imran
Current
Platinum Members
-not compensated for this testimonial.
"The presentation and organization of my data on the site is good. Easy to read. Easy to digest. It’s remarkable...My confidence in my finances has really improved."
Ravi
Current
Platinum Members
-not compensated for this testimonial.
“The interactive financial plan has been great. Everything is right there and I can track my progress.”
Scott
Current
Platinum Members
-not compensated for this testimonial.
“The advice has been incredible. Any time we send a question, the response has been quick, thoughtful and thorough.”
Phil and Jen
Current
Premium Members
-not compensated for this testimonial.
“We’ve been impressed at how responsive the team is. They follow up quickly and have had good attention to detail when it comes to our financial plan.”
Manan and Reka
Current
Platinum Members
-not compensated for this testimonial.
“The platform has really delivered on real-time financial advice. I’ve asked some pretty specific questions, and the team has responded pretty quickly with good advice and resources.”
Donnie
Current
Platinum Member
-not compensated for this testimonial.
Premium
Expert guidance and world-class tech. Designed to help you build and manage wealth.
If you have 1-2 streams of income, some basic investments, and manage your own tax filing—but are ready to take your planning to the next level, we recommend Premium.
Range features:
Fully managed portfolio at 0% AUM
5.1% APY on cash savings
Unlimited access to our fiduciary advisors
Strategies to cover investment, retirement, education, insurance and more
Full suite of self-service tools, including Budgeting & Cash Flow Planning
Your finances are impressive—but also a beast to manage. Get everything from the previous tiers, but with the capacity to handle some seriously complex tax situations.
Everything in Platinum, plus:
Any number of K-1s beyond 5
Expanded support for alternative investment planning
Equity compensation planning for 4+ ISO grants
Real estate planning for multi-state & multi-tenant properties
Annual bookkeeping review for self-employed members
International planning services
Platform Engagement
Premium
Platinum
Titanium
Unlimited Messaging With Your Team of Financial Advisors
** Business advisory services are limited to single-person entities filing Schedule C tax forms. We are not business attorneys.
Estate Planning
Premium
Platinum
Titanium
Evaluation of Existing Estate Plan
Creation of Estate Plan Guidance
Creation of Will Document
Additional Fee
Creation of Trust Document
Additional Fee
Creation of Power of Attorney and Medical Directive Documents
** We are not estate attorneys, Range is an online service providing legal forms and information. We are not a law firm and we do not provide legal advice.
Budget & Cash Flow
Premium
Platinum
Titanium
Cash Flow Analysis & Optimization
Debt Repayment Strategy
Employee Benefit Analysis
Best-In-Class Budgeting Tools
Retirement Planning
Premium
Platinum
Titanium
Income Needs Analysis
Distribution Strategy
Projections & Simulations Tools
Retirement Plan Consolidation
More
Premium
Platinum
Titanium
Insurance Planning
Education Planning
How much does a financial advisor cost?
Get a fully managed portfolio at 0% AUM with Range. Our members feel smarter building their own wealth, and not someone else's.
*The average stock market return is about 10% per year for nearly the last century, as measured by the S&P 500 index. Source: Nerdwallet
Fiduciary Advisors
Legally bound to clients' best interests
Wealthtech 100
Industry's Top 100
CERTIFIED FINANCIAL PLANNER™ Professionals
The standard of excellence
Best-in-Class Security
Fully-encrypted data protected; 2-factor Authentication
Customer Support
5-star member satisfaction
Trusted. Proven.
Our customers speak highly of us.
“We love that Range has a team of experts working on your finances, versus just one traditional advisor.”
Apryl & Imran
Marketing & Tech Professionals
California
Current
Platinum Members
—not compensated for this testimonial.
“Range has 100% met my expectations and surpassed them. Now that I’ve been using the platform, I don’t know if I could live without it.”
Sharon
Tech Professional
California
Current
Premium Member
—not compensated for this testimonial.
"The presentation and organization of my data on the site is good. Easy to read. Easy to digest. It’s remarkable...My confidence in my finances has really improved."
Ravi
Tech Professional
California
Current
Platinum Members
—not compensated for this testimonial.
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 703-261-4164