One platform with everything you need to grow your wealth

“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.

“My intro call with the financial advisor and initial recommendations have been sound. Really helpful learning for me on financial planning.”

Matthew

Current

Premium Member

-not compensated for this testimonial.

“Having all of my financials in one platform—especially my portfolio and tax planning—makes everything more convenient.”

Dan

Current

Premium Member

-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.

“Two words for Range: super value! Beyond annual tax prep, Range provides full CFP support and a suite of DIY budgeting and planning tools‚all for just a little more than what I had been paying my previous tax provider.”

Ben

Current

Platinum Member

-not compensated for this testimonial.

“The advice has been solid. I had what I thought was a pretty simple question, but instead of giving me the answer I expected, they looked at my whole financial situation and presented a surprisingly strategic, thoughtful approach. This probably saved me thousands of dollars.”

John

Current

Premium Member

-not compensated for this testimonial.

Premium
Expert guidance and world-class tech. Designed to help you build and manage wealth.
$2,400/year
$600 paid every 3 months
Become a Member
Unlimited access to fiduciary advisors
Comprehensive wealth management
Review of previous year's taxes
Platinum
Everything in Premium, plus estate planning, proactive tax planning and tax filing.
$4,800/year
$1,200 paid every 3 months
Become a Member
Tax planning and filing
Estate document creation
401(k) consolidation
Pick your Plan
At Range, we offer three tiers of transparent, flat-fee pricing designed to allow the platform to meet your needs—and grow with you.
Fully managed portfolio at 0% AUM
Multiple tiers, depending on complexity
Transparent, flat-fee pricing

Premium
$2,655
/yearly
Save 10% by paying up front
$1,475
/semi-annually
Requires one year commitment
Get Premium
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
Unlimited access to our fiduciary advisors
Strategies to cover investment, retirement, education, insurance and more
Full suite of self service tools, including budgeting
Platinum
$5,355
/yearly
Save 10% by paying up front
$2,975
/semi-annually
Requires one year commitment
Get Platinum
If your finances are getting complex, could benefit from tax projections, more complicated tax filing (think multi-state, multiple K1s), and estate doc creation, Platinum is a step up.
Everything in Premium, plus:
Tax preparation and filing
Forward facing tax projections and modeling
Estate document creation
Titanium
$8,955
/yearly
Save 10% by paying up front
$4,975
/semi-annually
Requires one year commitment
Get Titanium
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 K1s beyond 5
Tax filing in over 3 states
Platform Engagement
Premium
Platinum
Titanium

Unlimited messaging with your team of financial advisors

24-7 access to your team through the Range dashboard

Zoom Onboarding with your Advisor

Zoom Calls with Advisors (as needed)

Mobile App Access

Curated Financial Plans

Goal Tracking & Prioritization

Membership Accounts for You and Your Partner

Consolidated Finances in Dashboard

Investment Planning
Premium
Platinum
Titanium

Fully Managed Portfolio at 0% AUM

Risk Profile Assessment

Portfolio Analysis & Recommendations

Tax Loss Harvesting

Tax Planning
Premium
Platinum
Titanium

Review of Previous Year’s Filing

Up to 3 previous years

Detailed Forward Facing Tax Projections & Analysis

Federal and State Tax Filing

For personal tax filing only. No S-corps.

Single Filing OR Household Filing Jointly

Federal Taxes

State Taxes

Up to 3 States
3+ States

K1s

Up to 5 K1s
5+ K1s

FBAR

FATCA

(or other international reporting forms)

Additional Tax Filings

Additional Fee
Additional Fee
Estate Planning
Premium
Platinum
Titanium

Evaluation of Existing Estate Plan

Creation of Estate Plan-Consulting

Creation of Will Document

Additional Fee

Creation of Trust Document

Additional Fee

Creation of Power of Attorney and Medical Directive Documents

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 advice has been solid. I had what I thought was a pretty simple question, but instead of giving me the answer I expected, they looked at my whole financial situation and presented a surprisingly strategic, thoughtful approach. This probably saved me thousands of dollars.”
John
Founder & CCO
California
Current
Premium Member
—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
Schedule a Call

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