One platform with everything you need to grow your wealth.
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
5.1% APY2 on cash savings
Multiple tiers, depending on complexity
Transparent, flat-fee pricing

Premium
$1,475
/semi-annually
Requires one year commitment
$2,655
/yearly
Save 10% by paying up front
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
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
Platinum
$2,475
/semi-annually
Requires one year commitment
$4,455
/yearly
Save 10% by paying up front
Get Platinum
Everything in Premium, plus:
Strategic tax planning, forward-facing projections and modeling
Allocation planning for alternative investments
Equity compensation planning for RSUs, NSOs and up to 4 ISO grants
Real estate planning for up to 3 residential investment properties
Self-employed retirement and tax deduction planning
Titanium
$3,975
/semi-annually
Requires one year commitment
$7,155
/yearly
Save 10% by paying up front
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 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

Get 24-7 access 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

5.1% APY on Cash Savings

Risk Profile Assessment

Portfolio Analysis & Recommendations

Backdoor & Mega Backdoor Roth Conversion

Tax Loss Harvesting

Alternative Investment Planning
Premium
Platinum
Titanium

Allocation Planning

Capital Call Planning

Opportunity Evaluation

Tax Planning
Premium
Platinum
Titanium

Review of Previous Year’s Filing

Up to 3 previous years

Detailed Forward Facing Tax Projections & Analysis

K-1s

Up to 5 K-1s
5+ K-1s

Crypto / Digital Assets

Long-term holdings
Long-term holdings
Real Estate Planning
Premium
Platinum
Titanium
Up to 3 residential rental properties in a single state
3+ properties, multiple states, commercial + multi-tenant properties

Property Analysis

Depreciation Schedule Review

Performance Analysis (Sell vs. Keep)

Ownership Structure Planning

Lending + Liquidity Analysis

Equity Compensation
Premium
Platinum
Titanium
Up to 4 ISO Grants, RSU, NSO
4+ ISO Grants

Early Exercise

Tax Projections

10b5-1 Trading Plans

QSBS Planning

Secondary Sale Planning

Stock Option Financing

International Planning
Premium
Platinum
Titanium

Retiring Overseas

Foreign Income Exclusion

US Expats Working Overseas

Foreign Rental Income

Lending + Liquidity Analysis

** We only support US Tax Code.
Self-Employed Planning
Premium
Platinum
Titanium

Annual Bookkeeping Review

Retirement Planning & Contribution

Business Entity Structure Planning

Business Tax Deduction Planning

** 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
Schedule a Call

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