Pick your plan.
We offer 3 tiers of transparent, flat-fee pricing designed to grow with you and your wealth. 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
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
Save 10% on annual subscription
Premium
$1,475
/semi-annually
Requires one year commitment
Select Plan
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.
Features:
Fully managed portfolio at 0% AUM
4.6% APY on cash savings
Unlimited access to our fiduciary advisors
Plans for investing, retirement, cash flow...
Full suite of self-service tools (budget, etc.)
Platinum
$2,475
/semi-annually
Requires one year commitment
Select Plan
Everything in Premium, plus:
Strategic tax planning and projections
Allocation planning for alt investments
Equity comp planning  for RSUs, NSOs, etc.
Real Estate  (up to 3 residential properties)
Self-employed retirement and tax planning
Titanium
$3,975
/semi-annually
Requires one year commitment
Select Plan
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
Support for alternative investment planning
Equity comp planning for 4+ ISO grants
Real Estate (multi-state & tenants)
Bookkeeping review for self-employed
International planning services
Save 10% on annual subscription
Premium
$2,655
/yearly
Save 10% when billed annually
Select Plan
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.
Features:
Fully managed portfolio at 0% AUM
4.6% APY on cash savings
Unlimited access to our fiduciary advisors
Plans for investing, retirement, cash flow...
Full suite of self-service tools (budget, etc.)
Platinum
$4,455
/yearly
Save 10% when billed annually
Select Plan
Everything in Premium, plus:
Strategic tax planning and projections
Allocation planning for alt investments
Equity comp planning  for RSUs, NSOs, etc.
Real Estate  (up to 3 residential properties)
Self-employed retirement and tax planning
Titanium
$7,155
/yearly
Save 10% when billed annually
Select Plan
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
Support for alternative investment planning
Equity comp planning for 4+ ISO grants
Real Estate (multi-state & tenants)
Bookkeeping review for self-employed
International planning services
0% AUM
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4.6% APY
Keep your money growing with our 4.6% APY cash savings. Lorem ipsum dolor consequate diam nonumi set.
Multiple Tiers
Designed to scale and keep even the most complex finances simple. Lorem ipsum dolor consequate diam nonu.
Flat-fee Pricing
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Platform Engagement

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

Fully Managed Portfolio at 0% AUM

4.6% APY on Cash Savings

Risk Profile Assessment

Portfolio Analysis & Recommendations

Backdoor & Mega Backdoor Roth Conversion

Tax Loss Harvesting

Alternative Investment Planning

Allocation Planning

Capital Call Planning

Opportunity Evaluation

Tax Planning

Review of Previous Year’s Filing

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

Property Analysis

Depreciation Schedule Review

Performance Analysis (Sell vs. Keep)

Ownership Structure Planning

Lending + Liquidity Analysis

States

Single
Multiple

Residential Rental Properties

Up to 3
3+ properties
Equity Compensation
ISO Grants
Up to 4
4+

RSU

NSO

Early Exercise

Tax Projections

10b5-1 Trading Plans

QSBS Planning

Secondary Sale Planning

Stock Option Financing

International Planning

Retiring Overseas

Foreign Income Exclusion

US Expats Working Overseas

Foreign Rental Income

Lending + Liquidity Analysis

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

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

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

Cash Flow Analysis & Optimization

Debt Repayment Strategy

Employee Benefit Analysis

Best-In-Class Budgeting Tools

Retirement Planning

Income Needs Analysis

Distribution Strategy

Projections & Simulations Tools

Retirement Plan Consolidation

More

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
Frequently asked questions.
How are you different from my financial advisor?
Will I have one advisor?
What are your experts’ qualifications?
Is Range a fiduciary?
What’s the difference between Premium, Platinum and Titanium?

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