This Isn’t Your Father’s Financial Advisor
Range is an all-in-one wealth management platform designed to be more convenient, comprehensive, and cost-efficient than a traditional advisor.
Trusted by industry leaders and featured in top financial publications
How much does your financial advisor cost you?
What You Can Achieve with Our Tool
Simplified Tax Management
Navigate complex tax scenarios and maximize deductions with our comprehensive tax planning service.
Consolidate all your financial planning to set yourself up for success.
Experience powerful results: grow your wealth by 20% annually, secure a comfortable retirement, and minimize tax liabilities. Join over 10,000 clients who’ve achieved an average 20% portfolio growth per year.
Trusted by Clients Across the Country
“I’m using the budgeting tool daily. It’s really given us a better understanding of our spending habits.”
Scott
Tech Professional
Current Platinum Members.
Not compensated for this testimonial.
"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.”
Ravi
Tech Professional
Current Platinum Members.
Not compensated for this testimonial.
“The tax strategy was everything we hoped for. That alone saved us more than the cost of our membership.”
Apryl & Imran
Marketing Professional
Current Platinum Members.
Not compensated for this testimonial.
“Range has been a great value. We were looking for all-encompassing financial analysis and advice and we found it.”
Phil and Jen
Engineering Manager &
Physician Assistant
Current Platinum Members.
Not compensated for this testimonial.
“Range gives me access to a whole team of advisors. I can ask a question at any time—big or small. And they always get back to me with a thoughtful response. That gives me real peace of mind and confidence.”
John
Founder and CCO
Current Platinum Members.
Not compensated for this testimonial.
“Range has 100% met my expectations and surpassed them. Now that I’ve been using the platform, I don’t know if I could live without it.”
Sharon
Tech Professional
Current Platinum Members.
Not compensated for this testimonial.
“I really like the way the plans are delivered. They’re clear, concise, and the to-do list makes everything actionable.”
Cassidy
Director, CPG
Current Platinum Members.
Not compensated for this testimonial.
“Range has helped us take a closer look at our finances to make sure we’re living for today, but planning responsibly for the future.”
Andrew and Katee
Product Management Exec
Current Platinum Members.
Not compensated for this testimonial.
“The advice has been great, and the way the plans are delivered allows me to quickly see all of my action items in one place.”
Kam
Tech Professional
Current Platinum Members.
Not compensated for this testimonial.
Frequently Asked Questions
We have put together some commonly asked questions
Ready to Make the Switch?
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.
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.
Copyright © 2024 Range Finance Inc. All rights reserved.
Achieve the Results You Desire
Multiple Income Streams
Balancing rental income, business profits, K1s, and W-2 earnings can be overwhelming. Our tool consolidates all your financial data, making it easier to manage and plan for the future.
Tax Optimization
With diverse income sources, you could be leaving money on the table. The Range platform helps you navigate complex tax scenarios, ensuring you maximize your deductions.
Holistic Financial Planning
Juggling various income streams and expenses can be daunting. Range takes into account all areas of your finances and builds plans that take into account your entire situation.
Debt Reduction
Implement effective strategies to manage and pay down debt faster, freeing up resources for other priorities.
Enhanced Cash Flow Management
Better cash flow planning ensures you have the liquidity to handle expenses and seize new opportunities.
Consolidated Financial Overview
Easily track income, expenses, and investments from multiple sources for a complete financial overview.
Retirement Planning
Customized retirement plans ensure you're prepared for the future, giving you peace of mind and financial security.
Optimized Investment Strategies
Receive tailored investment advice to grow your wealth and achieve your financial goals.
How it Works
Getting started is simple. Sign up and get organized by consolidating all of your financial information, receive personalized, interactive plans tailored to your goals, and monitor your progress with easy-to-use tools. Get your financial future in order with clear actionable steps.
Book your demo to see which level is right for you.
Onboard and aggregate your financial information.
Get custom, interactive, step-by-step financial plans.
Build Wealth for Your Family
Work with Range to build an investment strategy that fits your risk level and allows you to set your family up for a comfortable future.
Secure a Comfortable Retirement
Plan and save effectively to give yourself the best chance at a stress-free and financially stable retirement.
Minimize Tax Liabilities Efficiently
Optimize your tax strategy to keep more of your hard-earned money and maximize returns whenever possible.
This Isn’t Your Father’s Financial Advisor
Range is an all-in-one wealth management platform designed to be more convenient, comprehensive, and cost-efficient than a traditional advisor.
Use Range's custom tools and get 24/7 expert support.
Flat Fee, 0% AUM Charges ¹
Powerful Features to Control Your Wealth
Comprehensive Dashboard
View all your financial data at a glance, providing you with a complete overview of your financial status.
Insightful Advice
Receive intelligent recommendations tailored to your financial situation, helping you make smarter decisions.
Real-Time Tracking
Monitor your investments, income, and expenses in real-time, keeping you informed and up-to-date.
Tax Optimization
Identify and maximize tax-saving opportunities, ensuring you keep more of your hard-earned money.
Customizable Reports
Generate detailed financial reports that help you understand your financial health and make informed decisions.
Budget and Cash Planning
Keep track and categorize all of your transactions and use historical data to predict future cash flow.
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.
Trusted and proven – our customers speak highly of us.
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.
John
“Range gives me access to a whole team of advisors. I can ask a question at any time—big or small. And they always get back to me with a thoughtful response. That gives me real peace of mind and confidence.”
Founder and CCO
“Current Platinum Member—not compensated for this testimonial.
Andrew & Katee
“Range has helped us take a closer look at our finances to make sure we’re living for today, but planning responsibly for the future.”
Product Management Exec
“Current Platinum Member—not compensated for this testimonial.
Get More Out of Your Money With Range
Take control of your finances with Range. Our modern approach offers real-time insights, expert advice, and a transparent fee structure, setting us apart from traditional financial planners.
Trusted and proven – our customers speak highly of us.
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.
John
“Range gives me access to a whole team of advisors. I can ask a question at any time—big or small. And they always get back to me with a thoughtful response. That gives me real peace of mind and confidence.”
Founder and CCO
“Current Platinum Member—not compensated for this testimonial.
Andrew & Katee
“Range has helped us take a closer look at our finances to make sure we’re living for today, but planning responsibly for the future.”
Product Management Exec
“Current Platinum Member—not compensated for this testimonial.
Most advisors retain a percentage of your money when they manage it for you—commonly referred to as an “Assets Under Management” fee (AUM). That fee can range from 0.25% to 1% per year or more, and it compounds over time. Use this tool to explore how much your advisor could cost you over the life of your investment. It could be significant.
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.
See Range in Action
Real-Time Insights
With Range, you can access up-to-date financial information whenever you need it. No more waiting for end-of-month reports—stay informed and make decisions based on the latest data available at your fingertips.
On-Demand Expert Advice
Whether you’re planning a big purchase or navigating a financial challenge, Range’s on-demand chat and video call options connect you with certified financial experts whenever you need guidance. No more waiting for scheduled meetings—your advisor is just a click away.
Transparent, Flat Fees
Forget the confusing fee structures and hidden charges. Range offers a straightforward, flat-fee model that ensures you receive unbiased advice without the worry of unexpected costs. What you see is what you pay, every time.
Financial Planning
Range provides a comprehensive financial planning tool that allows you to set and track personal goals. Whether saving for retirement or planning a major investment, our tailored strategies and automated progress updates keep you on track to meet your objectives
24/7 Access on Web and Mobile
Life doesn’t wait, and neither should your financial management. With Range’s web and mobile platforms, you can access your financial data, make updates, and consult with your advisor anytime, from anywhere. Perfect for your busy lifestyle.
Customized Reports
Range’s reporting tools provide detailed, easy-to-understand insights into every aspect of your finances. Get customized reports that cover your entire financial portfolio, helping you make informed decisions with confidence.
There’s no better time than now to start saving and optimizing your financial future. Join the thousands of satisfied customers who have already discovered the Range difference.
Portfolio value with Range’s flat annual fee:
$0
Portfolio value with current asset manager:
$0
Money lost in AUM fees:
$0
Experience the Range Difference
Real-Time Insights
With Range, you can access up-to-date, real-time financial information whenever you need it. No more waiting for quarterly advisor check-ins.
Access a Team of Advisors
At Range, you get a team of planners and tax advisors with various expertise who work together to build your financial plans.
Plan for the Whole Picture
Range provides comprehensive wealth management, touching every aspect of your finances—and taking into account how one might impact another. It’s like if your tax guy was actually working with your advisor.
Custom Interactive Financial Plans
Your plan is ever-evolving, interactive, and comes with step-by-step to-do lists. It’s adjusted in real time and visible to your household and Range advisors at all times. No binders or printed pdfs here.
24/7 Access on Web and Mobile
Life doesn’t wait, and neither should your financial management. With Range’s web and mobile platforms, you can access your financial data, make updates, and consult with your advisor anytime, from anywhere. Perfect for your busy lifestyle.
Transparent Fees
Range charges one transparent flat fee, with no minimums or requirements that we manage your money. If you choose to have us manage your money, we offer 0% AUM.
Trusted and proven – our customers speak highly of us.
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.
John
“Range gives me access to a whole team of advisors. I can ask a question at any time—big or small. And they always get back to me with a thoughtful response. That gives me real peace of mind and confidence.”
Founder and CCO
“Current Platinum Member—not compensated for this testimonial.
Andrew & Katee
“Range has helped us take a closer look at our finances to make sure we’re living for today, but planning responsibly for the future.”
Product Management Exec
“Current Platinum Member—not compensated for this testimonial.
