Don't pay 4X more for outdated plans.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.
24-7 access to your advisor through Range dashboard
Zoom onboarding with your advisor
Unlimited zoom calls with advisors
Household Collaboration
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Platinum
Separate logins for you and your partner
All financials in one place
Personalized Guidance
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Platinum
Curated financial plan
Goal tracking & prioritization
Cash flow statement & balance sheet
Cash flow analysis & optimization
Debt repayment strategy
Employee benefit analysis
Retirement Planning
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Platinum
Income needs analysis
Distribution strategies
Projections and simulation tools
Savings recommendations
Debt repayment strategy
Retirement plan consolidation
Investment Planning and Management
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Platinum
Risk profile assessment
Analysis of current investments
Portfolio recommendations
Savings recommendations
Fully managed portfolios including monitoring and rebalancing*
Account consolidation
Insurance Planning
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Platinum
Analysis of current risk exposure
Existing insurance policy evaluation
Portfolio recommendations
Savings recommendations
New policy recommendations
Tax Planning and Preparation
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Platinum
Tax loss harvesting
Roth conversions
Withholding analysis
Federal and state tax filing**
Federal and state tax monitoring
Estate Planning and Document Preparation
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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
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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
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 703-261-4164
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