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What's included
Everything your money needs.
One membership.
Investment Management
Custom portfolios built for your goals — with 0% AUM fees.1 Automated tax-loss harvesting, direct indexing, and Roth conversion strategies. Your portfolio is managed by a team, not an algorithm.
0% AUM fees1
Tax Planning & Filing
Proactive tax strategy, year-round optimization, and filing — to help ensure things don't slip through the cracks. Our CPAs and Enrolled Agents specialize in high-income complexity: K-1s, equity comp, multi-state, crypto.
Most requestedEquity Compensation
ISOs, NSOs, RSUs, ESPP — build an exercise strategy that seeks to minimize taxes and maximize upside.
Retirement Planning
Know exactly where you stand with real-time projections, Roth conversion analysis, and distribution strategy.
Real Estate
Evaluate investment properties, model rental income, and plan the tax impact before you act.
Estate Planning
Wills, trusts, power of attorney, beneficiary reviews — all coordinated with your overall plan.
Cash Flow & Budgeting
See how your money moves and where it could be working harder. Set goals, track progress.
How we invest
A disciplined approach, built to seek to grow wealth over the long term.
A portfolio doesn’t live in isolation. It sits alongside your taxes, cash flow and goals. We start with globally diversified portfolios designed to be resilient across market cycles, and tailor them to your specific household. Then we focus on what we can control: fees, taxes, strategic asset location and behavior. Done well, those choices can compound into the return you keep.
01
Integrated portfolio management
We treat the household, not the account, as the unit of investment. Allocation, asset location, and trading are coordinated across both spouses and across the accounts we manage and those we don’t.
02
Evidence-based investing
We utilize low-cost, globally diversified core portfolios designed to be resilient across market cycles — tailored to each household’s specific goals, constraints, tax situation and liquidity needs.
03
Compounding what we can control
Markets move on their own schedule. Fees, taxes and behavior we can manage. We focus where consistent attention has the most impact: lower fees, tax-aware asset location, tax-loss harvesting and disciplined rebalancing.
Potential annual benefit6
+2.3% to +5.6%
On a $1M portfolio at an 8% baseline return, this can translate to roughly $500K–$1.4M in additional accumulated wealth over 10 years.6 Illustrative, not guaranteed.
Where the value comes from
Disclosure: assumes a high-tax-bracket investor (defined as individuals making $250,000 or more). Illustrative ranges, not guaranteed. Value of Range figures are based on: NerdWallet, “How Much Does a Financial Advisor Cost in 2026?”; ICI Research Perspective, Trends in the Expenses and Fees of Funds, 2025, March 2026, Vol. 32, No. 1; Financial Planning, “Vanguard Advisor’s Alpha study cites tax-loss harvesting”; Vanguard, Revisiting the Conventional Wisdom Regarding Asset Location, August 2022; Vanguard, “Investors winning as a behavior gap shrinks”; JPMorgan, “How cutting edge technology can enhance your wealth with tax savings,” June 2025. Tax-loss harvesting and direct indexing strategies seek to minimize tax impact but do not guarantee tax savings.
Your team
A team of specialists — not a single generalist.
Many advisors are one person covering everything. Range gives you a dedicated team: CFPs, CPAs, Enrolled Agents, and equity compensation specialists — from firms like Goldman Sachs, Vanguard, UBS and Merrill Lynch.
You get the right expert for every question.
Meet Rai
Your AI financial advisor.
Available 24/7.
Ask Rai anything about your finances — tax implications of exercising options, Roth conversion timing, cash flow questions, scenario planning. Get instant, data-informed answers grounded in your actual financial picture.
When you need deeper guidance, your human advisory team is always a message away.
Please see Range Advisory's ADV Part 2A for important risk disclosures and risks related to the use of AI. Recommendations depend on the accuracy and completeness of the information you provide to us. Recommendations based on incorrect or incomplete data may not be accurate.
The platform
Your complete financial picture. Finally.
Connect all your accounts — brokerage, retirement, bank, credit cards, real estate — and see everything in one place.
Range runs thousands of projections on your actual data, so you can see the impact of every decision before you make it. Monitor goals, track net worth, and plan for what's next — all in real time.
Member stories
What our members say.
*Current member, not compensated for this testimonial.
"We love that Range has a team of experts working on your finances, versus just one traditional advisor."
Apryl & Imran
Tech Professionals · Platinum Members
"The advice has been incredible. Any time we send a question, the response has been quick, thoughtful and thorough."
Phil & Jen
Engineering Manager & Physician Assistant · Premium Members
"The presentation and organization of my data on the site is good. Easy to read. Easy to digest. My confidence in my finances has really improved."
Ravi
Tech Professional · Platinum Member
On your schedule
Like having a CFO on retainer.
Send questions to your advisory team anytime — no need to schedule a call and wait two weeks. Most questions get a thoughtful, personalized response within hours.
It's financial advice that works around your life, not the other way around.
Why trust Range
A fiduciary team. A modern custodian.
Your investments are held by Altruist — an independent SEC-registered broker-dealer and qualified custodian. Range is the advisor, never the custodian.
SEC-registered fiduciary
Range Advisory, LLC is an SEC-registered investment adviser, legally bound to act in your best interest.
Custody at Altruist
Your assets are held in your name at Altruist Financial, LLC — an independent SEC-registered broker-dealer.
Bank-level security
256-bit encryption, two-factor authentication, and read-only account aggregation for connected institutions.
Top-tier credentials
Your team includes CFPs, CPAs, CFAs, Enrolled Agents, and Equity Compensation Associates — from firms including Goldman Sachs, Vanguard, and JP Morgan.
Frequently asked questions.
Many advisors are a single person managing investments and maybe basic planning. Range gives you a full team — CFPs, CPAs, tax strategists, and equity comp specialists — plus a platform that connects all your financial data in real time. You get comprehensive planning across investments, taxes, retirement, estate, real estate, and more. Not just portfolio management.
Range charges a flat annual membership fee — no AUM fees, no hidden charges, no percentage of your assets. Memberships range from $3,000 to $9,000/year depending on your level of complexity. Your fee stays the same whether you have $500K or $5M invested.
You'll connect your financial accounts, complete a short onboarding questionnaire, and then meet with a Range advisor. From there, your team builds your first personalized plan — typically delivered within 1-2 weeks. You'll work through planning modules one at a time, with clear action items at each step.
Yes. Range is a Registered Investment Advisor (RIA) with the SEC. We are legally required to make recommendations in your best interest. Our advisors hold CFP, CPA, CFA, EA, and other top-tier certifications.
Range Investment Management combines the sophistication of a traditional advisor with the automation of a modern robo. A professional team manages your portfolio with no AUM fee:1 evidence-based, globally diversified core portfolios, tailored to your household’s goals, tax situation and liquidity needs — then coordinated with your tax, retirement, and equity comp planning. Daily tax-loss harvesting scans, strategic asset location, and institutional direct indexing (12–22 bps custodian rate, no markup) are built in. Tax-loss harvesting and direct indexing seek to minimize tax impact but do not guarantee tax savings.
Yes — this is exactly what Range is built for. We have dedicated Equity Compensation Associates for stock options (ISOs, NSOs, RSUs), CPAs experienced with K-1s and multi-state filing, and advisors who specialize in real estate investment strategy and international tax planning.
0%
Assets under management fees
12+
Planning areas covered
24/7
Access to Rai + your team
Your wealth deserves
a full team.
Comprehensive financial planning, tax strategy, and investment management — for one flat fee.1
Get started →Benzinga review and Best Wealth Hub rating was given by benzinga.com, an independent review website, on 08/01/2025; based on a review of the Range platform offering and services as of July 2025. No compensation was provided by Range for this rating.