Everything you need to grow your wealth.
Don't pay 4X more for outdated plans. Access expert advisors using a proven, AI-enhanced wealth management platform. All for a low, fixed price with no hidden fees.
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
Strategies to reduce personal taxes
Platinum
Everything in Premium, plus additional white-glove services to help you save time & money.
$4,800/year
$1,200 paid every 3 months
Become a Member
Tax filing done for you
Estate document creation
401(k) consolidation
Premium
Expert guidance and world-class tech. Designed to help you build and manage wealth.
$2,160/year
$2,160 annual membership
Become a Member
Unlimited access to fiduciary advisors
Comprehensive wealth management
Strategies to reduce personal taxes
Platinum
Everything in Premium, plus additional white-glove services to help you save time & money.
$4,320/year
$4,320 annual membership
Become a Member
Tax filing done for you
Estate document creation
401(k) consolidation
Savings await.  Schedule a call.
View all plan features
How much does a financial advisor cost?
*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 protection; 2-factor authentication

Trusted. Proven.

Our customers speak highly of us.

The team is super responsive, patient, and they make finance easy to understand.
Platinum Member
This is a current member, that was not compensated for this testimonial.
I love the interface as having to dos focused on my finances helps me get them done. Having trust in a system is huge for me to execute and Range really makes me feel like all my finances are in 1 organized place.
Platinum Member
This is a current member, that was not compensated for this testimonial.
Your perspective is exactly what I’m looking for as I begin to take my personal wealth management seriously.
Platinum Member
This is a current member, that was 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 917-727-2313
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Personalized financial planning solutions for a fraction of the cost that traditional CFPs charge