Maximize Your Wealth with Our All-In-One Platform
Comprehensive tax strategy, cash flow optimization, and investment management – all in one place. Simplify your financial life and reach your goals faster.
Over $2B in Assets Under Advisement ¹
Trusted by industry leaders and featured in top financial publications
Strategies to Grow Your Wealth
Personalized Financial Strategies
Range delivers tailored plans based on your unique financial situation and goals. Work through all aspects of your finances, from investment strategy to tax optimization to estate planning. Receive regular updates and adjustments to keep your plan on track, adapting to changes in your life and the market.
Real-Time Financial Tracking
Stay informed with real-time view of all your accounts, investments, budget and cash flow. Get detailed analytics and visualizations, and set alerts for significant changes to make informed decisions quickly.
Expert Financial Advice
Access our team of certified financial planners whenever you need advice. Our experts provide personalized guidance, one-on-one consultations, webinars, and a comprehensive resource library to help you achieve your financial goals.
Comprehensive Financial Dashboard
Integrate all your accounts for a holistic view of your finances. Track your net worth, review investment performance, monitor spending, and plan for future expenses with our intuitive and customizable dashboards—all accessible via desktop or your mobile device.
Trusted and proven – our customers speak highly of us.
Why Choose Range
Fiduciary Advisors
Our CFP® professionals meet rigorous educational, training, and ethical standards—we’re required to make recommendations with your best interests in mind.
Full Support Team
Range arms you with a team of financial experts (and tools) to address whatever your need might be—from taxes to investments to equity planning.
Privacy, Security & Compliance
Range will never sell your data, applies industry standards for privacy and security, and is an SEC regulated RIA.
Cutting-Edge Technology
Range is building a platform that will disrupt the wealth management industry. Change the way you plan and manage your finances.
No Minimums or Requirements
You don’t need to move any money to work with Range. But if you do, we offer 0% AUM 2.
Ready to see what an all-in-one wealth management platform has to offer you?
Make your money work smarter
Range members are provided with a comprehensive personalized wealth management plan, and the ability to ask questions 24/7.
Investment
Access real-time financial data, AI, and certified financial planners to make informed decisions about your money.
Cash Flow
Range Cash Flow lets you see exactly how money comes in, when and where it's spent, and how unspent funds could be better directed to grow wealth.
Smarter Retirement Plans
Our AI-powered platform curates hundreds of retirement options tailored to your unique needs.
Estate Planning
Ensure your life’s earnings are preserved and beneficiaries enjoy frictionless asset transfer, distributed as intended.
Insurance Optimization
We’ll assess your unique risks and financial obligations to help optimize your personal insurance coverage.
Education
Range advisors provide insights and up-to-date information on how to save on pre- and post-tax income for education.
Range Dashboard
Our Success Stories
Frequently Asked Questions
We have put together some commonly asked questions
Join Range Members who already work with us to advise on over $2.3B in assets.
How are we not? At Range, you have access to multiple advisors who will advise on all aspects of your finances—not just investment or retirement planning. Range gives you more than just access to advisors, we deliver a tech platform armed with your aggregated, real time data, available for you to access 24/7.
Nope. One advisor is the old way of doing things. At Range, we want to give you the best advice based on your specific situation or question—which is why we arm you with a team of experts (and tools) to address whatever your need might be.
We have a team of highly qualified advisors and experts working with our members. Amongst our advisors, we have:
- Certified Financial Planner (CFP
- IRS Enrolled Agent (EA)
- Certified Public Accountant (CPA)
- Equity Compensation Associate (ECA)
- Chartered Financial Analyst (CFA)
- Chartered Retirement Plans Specialist (CRPS)
- Masters in Business Administration (MBA)
Our team brings a wealth of experience - pun intended - from their previous employers, having spent time working at JP Morgan, TIAA, Vanguard, UBS, Wells Fargo, Credit Suisse, Goldman Sachs - amongst others. We hire only the most qualified, and aim to represent a diverse set of expertise to best serve our Members.
Yes, as a Registered Investment Advisor (RIA) we are legally required to make recommendations with your best interests in mind. Our CFP® professionals meet rigorous educational, training, and ethical standards. They maintain the highest levels of confidentiality, with a focus on protecting and prioritizing our members.
Range has qualified Equity Compensation Associates on staff, ready to handle any upcoming equity events or questions you may have. Not all advisors are equipped to competently handle this—and these could have serious tax implications, so it’s important to be proactive in planning.
Range can help you understand how much to buy, sell, and execute—and when to do so—in order to maximize cash in your pocket, minimize tax impact, and reduce your investment risk.
Yes. Range offers full-service investment management through our partner Altruist. Our advisory team will work with you to craft a portfolio designed to achieve your specific goals.
We offer a wide variety of low-cost and tax-efficient solutions from leaders in the space, like Dimensional, Vanguard, and Blackrock. We’re also happy to build a fully custom portfolio for you from scratch.
Maximize Your Wealth with Our All-In-One Platform
Comprehensive tax strategy, cash flow optimization, and investment management – all in one place. Simplify your financial life and reach your goals faster.
Range Advisory, LLC (“Range Advisory” or “the Firm”) is an SEC registered investment adviser. Registration with the SEC should not be construed as an endorsement or an indicator of investment skill, acumen, training, or experience.
By using this website, you accept and agree to Range Advisory’s Terms of Service and Privacy Policy.
Range Advisory has prepared the non-password protected pages of this website (the “Website”) for the purpose of providing general information regarding its investment advisory services where providing such information is not prohibited by applicable law. The information contained on the Website should not be construed as personalized investment advice and should not be considered as a solicitation to buy or sell any security or engage in a particular investment strategy. Nothing on the Website should be construed as an offer, recommendation, or solicitation to buy or sell any security or a financial product. All statements and opinions included on the Website are intended to be current as of the date of publication but are subject to change without notice. Such statements and opinions do not necessarily represent the views of Range Advisory.
Investment management and advisory services are provided by Range Advisory to individuals who have entered into an investment advisory agreement, subject to the terms of such agreement. Please review our current Advisory Agreement, for reference. All investing involves risk, including the possible loss of money you invest, and past performance does not guarantee future performance. Past performance is not necessarily indicative of future results and there can be no assurance that any views, outlooks, projections or forward-looking statements will be achieved with respect to any investment or investment strategy. Any projected returns are deemed to be hypothetical and are based on current expectations and assumptions. Due to various risks and uncertainties, actual events, results or performance may differ materially from what is assumed in any forecast.
Unless otherwise noted, any statement regarding an individual’s experience with Range Advisory contained herein were made by persons who, as of the date of the statement, were either clients of the Firm (or persons affiliated with clients of the Firm) who did not receive any cash or non-cash compensation or other benefits in relation to such statements. The results and experiences conveyed in such statements may not be representative of all of Range Advisory's clients or their experiences. Such statements do not guarantee future performance or success.
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.
For additional information about Range Advisory’s services, please refer to our Legal & Compliance Disclosure, Form ADV Part 2A, and Client Relationship Summary.
1 Assets Under Advisement (AUA) represents the total value of assets that Range Finance, Inc. provides advice or consultation on, but does not necessarily have the ability to make decisions and execute trades for these assets. AUA does not meet the definition of Regulatory Assets Under Management (RAUM) as reported on Range Finance, Inc.’s Form ADV. As of March 2024, the Range Finance, Inc.’s RAUM is approximately $27M.
2 Range Finance, Inc. pricing and additional information can be found at Range.com/pricing.
Range Advisory and Range Tax are wholly owned subsidiaries of Range Finance, Inc.
Copyright © 2024 Range Finance Inc. All rights reserved.
Pricing Transparency
Range offers a clear, flat-fee annual subscription, unlike most traditional advisors.
Scott
“I’m using the budgeting tool daily. It’s really given us a better understanding of our spending habits.”
Tech Professional
“Current Platinum Member—not compensated for this testimonial.
Ravi
"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.”
Tech Professional
“Current Platinum Member—not compensated for this testimonial.
Apryl & Imran
“The tax strategy was everything we hoped for. That alone saved us more than the cost of our Membership.”
Marketing Professional
“Current Platinum Member—not compensated for this testimonial.