Our focus is to help Range members achieve their financial goals by recommending investments that are specific to their situation. Working alongside our planning team, we’ll help you understand where you are invested and why, without the jargon.
Reaching your greatest potential starts with a strong investment strategy and a world-class team to help you execute it.
Work with our team of Financial Planners for ongoing support, portfolio analysis and investment recommendations.
We'll review your current portfolios to make sure they are suitable for your situation.
Are you a DIY investor? Our team can help design your portfolio, but you'll handle the implementation.
Whether you have questions about your retirement account or crypto—our advisors will provide unbiased advice and education.
*0.25% annual management fee
Let us do the heavy lifting and manage your assets for you. Full-service investment management crafted by our team and customized to achieve your goals.
We are a team of fiduciary advisors
We’re not a robo-advisor and never earn a commission. Instead, we select, trade, monitor and rebalance a portfolio that reflects your unique needs, not ours.
We believe in trust and transparency
We invest according to your risk preferences and ensure you clearly understand your portfolio and its associated risks.
0.25% annual management fee
In addition to no investment minimums, we are transparent about our 0.25% annual management fee. This is a fraction of any traditional advisory firm. We believe everyone should have access to expertly crafted investment strategies.
Personalized financial planning solutions for a fraction of the cost that traditional CFPs charge
How does it work?
Our financial advisors will:
Determine your ability and willingness to take investment risk (risk profile created with TIFIN Wealth)
Analyze your current portfolio and contributions
Evaluate any misalignment between your risk profile, financial goals, and current strategy
Prepare and present any proposed changes (i.e. improve diversification, change your contributions, combine accounts, etc.)
Manage your investment accounts (*available to all members for an additional fee)
Our team will complete a full review of your investment planning strategy when you get started with us and help you proactively monitor along the way. However, if there is a significant change to your financial situation, please reach out and we’re happy to adjust your plan accordingly.
Please note: for those members who have entrusted Range to manage their investments, your managed accounts are monitored on a daily basis and periodically updated based on portfolio manager discretion.
Your Range financial planners have access to a full suite of industry-leading portfolio analytics tools to complement the investment planning process. Once we capture the data needed for your specific situation, we will populate your profile with some of the key features. That way you can access critical details of your investment plan without having to comb through your multi-page comprehensive financial plan or your investment policy statement.
I-bonds are government-backed savings bonds that adjust with the rate of inflation. Since you already have a substantial cash runway and no consumer debt, we recommend investing your $10,000 in excess savings into I-bonds given the current elevated interest rate (6.89%). You can set up an account at no cost here: https://www.treasurydirect.gov/. Keep in mind, redemptions cannot be made within the first 12 months and you’ll be penalized three months of interest for any redemptions made prior to 5 years.
Investment Recommendation Example
Change your investment mix
Since your taxable brokerage account is currently in a loss position (cost basis < portfolio value) this is an opportune time to reallocate your portfolio without triggering capital gains taxes. We recommend selling ABC mutual fund and XYZ mutual and buying 60% Stock Market ETF and 40% Bond Market ETF. This change will increase your portfolio diversification and reduce investment costs.
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.
Range Finance, Inc. ("Range") is an SEC registered investment adviser headquartered in Mclean, Virginia.
The information presented herein is for educational purposes only and does not constitute investment advice or an offer to buy or sell any security or insurance product. While we believe it to be accurate, we do not guarantee its accuracy or completeness. All examples are hypothetical and for illustrative purposes only. Hyperlinks to third-party content are intended to provide additional perspective and should not be construed as an endorsement of any services, products, guidance, individuals or points of view outside Range Finance, Inc. Range Finance, Inc. does not sell insurance or other investment products and does not receive compensation for the referral of investment opportunities to third parties if individuals elect to purchase the investment opportunities through those third parties. You are encouraged to review this information with your insurance agent or broker to determine the best options for your particular circumstances.
Range Finance, Inc. does not offer tax or legal advice. Interested parties are strongly encouraged to seek advice from qualified tax and/or legal experts regarding the best options for your particular circumstances. Please contact us for more complete information based on your personal circumstances and to obtain personal individual investment advice.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
All third party trademarks, including logos and icons, referenced in this website, are the property of their respective owners. We provide financial planning services by making non-discretionary recommendations on a client's financial outlook. We do not manage client funds or hold custody of assets. Range Finance, Inc. is an SEC-registered investment adviser. All investing involves risk, including loss of principal. Results are not guaranteed.
Range charts and graphs are for illustrative purposes only and do not reflect actual client information. Such information, charts, and graphs are for illustrative purposes only and are not intended to serve as investment advice since the availability and effectiveness of any strategy is dependent upon your individual facts and circumstances. Results will vary, and no suggestion is made about how any specific solution or performed in reality