All-in-one wealth management
Get modern financial advice for investing, taxes, and more—with no hidden fees.
Empowering Professionals at the World’s Most Prestigious Companies
Essential Financial Planning Tools
Risk Profile Assessment: Understand your risk tolerance to tailor an investment strategy that suits your goals.
Portfolio Analysis & Recommendations: Optimize your portfolio to stay on track towards your objectives.
Backdoor & Mega Backdoor Roth Conversions: Learn how to maximize your retirement savings beyond traditional limits.
Investment Planning:
Building Wealth with Confidence
Detailed Forward-Facing Tax Projections: Plan ahead with a clear view of your future tax liabilities.
K-1s and Cryptocurrency Guidance: Navigate complex tax scenarios with expert guidance.
Tax Loss Harvesting: Understand strategies to offset capital gains and reduce tax burdens.
Tax Planning:
Maximizing Your Savings
Capital Call Planning: Stay prepared for investment opportunities with strategic liquidity management.
Investment Opportunity Evaluation: Evaluate private investments like real estate and private equity.
Allocation Planning: Optimize your portfolio for risk-adjusted returns.
Alternative Investments:
Diversify Your Wealth
Ready to Take Control of Your Financial Future?
Book a free consultation and start your financial empowerment journey.
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.
Creation of Last Will & Testament: Ensure your wishes are respected.
Power of Attorney & Medical Directives: Protect your family in unforeseen circumstances.
Revocable Trusts: Understand the benefits of protecting your assets during your lifetime. outcomes.
Estate Planning:
Securing Your Legacy
Frequently Asked Questions
We have put together some commonly asked questions.
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.
We’re a tech platform. So we won’t be sending you a 40-page document to print out and put in a file cabinet and collect dust. Your plan will be personal, actionable and evolving.
For starters, you’ll receive a concise written recommendation. Based on that, the Range platform will have a series of steps for you to take in order to make your plan a reality. Each plan comes with custom, unique and specific actions outlined. As you complete these steps, check them off the list. This way, you and your advisor will be on the same page about where you’re at in the process.
Rather than throw everything at you at once, your financial plan is sequenced out according to your personal situation and priorities. We start with the opportunity with the greatest urgency or potential for impact. And we continue working with you until you’ve reached your peak financial position.
After you complete onboarding, our team will do a deep dive into your financials and goals as they develop your plan. This generally is delivered 1-2 weeks after you complete all onboarding steps.
Range is a tech platform, not a person.
View all your financial data at a glance, providing you with a complete overview of your financial status.
Work with DIY tools and real time data.
Use Range’s DIY planning tools and dashboards to monitor your financial situation in real time, run your own projections, and track and set budgeting goals.
Receive transparent, flat-fee pricing.
Range offers a straightforward, flat-fee model that ensures you receive unbiased advice without the worry of unexpected costs and AUM fees typically associated with traditional advisors.
Access an entire team of experts, any time.
With Range, you’re supported by a team of financial experts—armed with proprietary tech—so you get the the best advice based on your specific situation or question.
Get a custom, interactive financial plan.
With Range, you get a custom, sequenced, actionable and ever-evolving plan. Paired with a clear to-do list to guide you through the process.
Why Choose Range?
How Range Works
Choose the plan that’s right for you.
Range offers several tiers of service, each designed to handle different levels of financial complexity. Talk to the Range Membership team and they’ll help you understand the differences and what might work best for you.
Connect your accounts and activate your dashboard.
Once you’re a member, aggregate all of your accounts on the platform and complete onboarding to help us better understand your current situation and priorities. Once this is complete, you’ll have your first meeting with an Advisor.
Start with your first interactive plan. Work through the rest over time.
Our team will help you work through all aspects of wealth management, one step at a time. Based on your priorities, we deliver individual planning modules over time, each with clear steps to complete and track—all with the support of Range’s team of experts.
Uncover insights and build projections with proprietary tools.
Range also delivers a series of DIY planning tools and dashboards, so you can run some of your own projections, track and set budgeting goals, and monitor your financial situation in real time, all the time.
Get asynchronous advice from experts, 24/7.
One of the features we’ve gotten the best feedback on is the ability to send questions to our team of planners at any time. We work hard to answer your questions quickly—no need to set up a call. We know you’re busy.
Investment Strategy
Our strategic investment plans are focused on long term growth, and built to your specific situation and goals.
Cash Flow & Budgeting
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.
Real Estate
If you have or are considering an investment property, Range can help with evaluate the opportunity, build a strategy and understand the tax implications.
Tax Optimization
Optimize your tax strategies with our expert advice—from tax advantaged investments to maximizing deductions.
Equity Planning
Have substantial ISOs and NSOs? Build a solid strategy for maximizing your equity comp and minimizing your tax liability.
Retirement Planning
We help you build a solid foundation for your golden years with extensive and accurate scenario planning and a holistic plan.
Your Partner in Comprehensive Wealth Management
We offer a suite of services wrapped in a slick product designed to help you make informed financial decisions at every stage of your journey.
Frequently Asked Questions
We have put together some commonly asked questions
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.
advisor?
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.
Range's team of advisors?
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.
compensation?
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.
investments?
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.
like?
We’re a tech platform. So we won’t be sending you a 40-page document to print out and put in a file cabinet and collect dust. Your plan will be personal, actionable and evolving.
For starters, you’ll receive a concise written recommendation. Based on that, the Range platform will have a series of steps for you to take in order to make your plan a reality. Each plan comes with custom, unique and specific actions outlined. As you complete these steps, check them off the list. This way, you and your advisor will be on the same page about where you’re at in the process.
Rather than throw everything at you at once, your financial plan is sequenced out according to your personal situation and priorities. We start with the opportunity with the greatest urgency or potential for impact. And we continue working with you until you’ve reached your peak financial position.
my plan?
After you complete onboarding, our team will do a deep dive into your financials and goals as they develop your plan. This generally is delivered 1-2 weeks after you complete all onboarding steps.
Empowering Professionals at the World’s Most Prestigious Companies
Our planning tools are designed to help our clients confidently stay on top of their financial planning.
Income Needs Analysis: Determine what you’ll need to maintain your lifestyle.
Distribution Strategy: Develop a tax-efficient withdrawal plan.
Projections & Simulations Tools: Use advanced tools to predict future outcomes.
Retirement Planning:
Enjoy Your Golden Years
All-in-one wealth management.
Get modern financial advice for investing, taxes, and more—with no hidden fees.
Empowering Professionals at the World’s Most Prestigious Companies
