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Don't pay 4X more for outdated plans.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.

Advisor Relationship

Premium

Platinum

24-7 access to your advisor through Range dashboard

Zoom onboarding with  your advisor

Unlimited zoom calls with advisors

Household Collaboration

Premium

Platinum

Separate logins for you and your partner

All financials in one place

Personalized Guidance

Premium

Platinum

Curated financial plan

Goal tracking & prioritization

Cash flow statement & balance sheet

Cash flow analysis & optimization

Debt repayment strategy

Employee benefit analysis

Retirement Planning

Premium

Platinum

Income needs analysis

Distribution strategies

Projections and simulation tools

Savings recommendations

Debt repayment strategy

Retirement plan consolidation

Investment Planning and Management

Premium

Platinum

Risk profile assessment

Analysis of current investments

Portfolio recommendations

Savings recommendations

Fully managed portfolios including monitoring and rebalancing*

Account consolidation

Insurance Planning

Premium

Platinum

Analysis of current risk exposure

Existing insurance policy evaluation

Portfolio recommendations

Savings recommendations

New policy recommendations

Tax Planning and Preparation

Premium

Platinum

Tax loss harvesting

Roth conversions

Withholding analysis

Federal and state tax filing**

Federal and state tax monitoring

Estate Planning and Document Preparation

Premium

Platinum

Evaluation of existing estate plan documents

Estate checklist and beneficiary list

Emergency contact management

Trusts

Wills

Power of Attorney and Medical Directives

Education Planning

Premium

Platinum

Education needs analysis

529 plan recommendations

Student loan repayment strategy





*No AUM Fees for active Range members
**Includes one personal tax filing per annual membership term

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
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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 703-261-4164
Schedule a Call

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