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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.
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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.
Empowering Professionals at the World’s Most Prestigious Companies
Sign up for updates
We're excited to meet you 👋
Empowering Professionals at the World’s Most Prestigious Companies
Trusted by 2,000+
High Earning Households
Garrett*
"Tax frustrations led me to Range. With my finance background, I understood the tax code, but Range offered strategic partnership I couldn't get elsewhere."
Exec, Texas
“Current Platinum Member—not compensated for this testimonial.
Justin*
"What started as focused tax planning quickly revealed itself to be something much more valuable. The tax strategy alone has been worth the price of membership."
COO, New York
“Current Platinum Member—not compensated for this testimonial.
Jared*
"Before Range, I felt overwhelmed trying to piece together our financial picture. Now I feel organized with a clear tax strategy."
COO, New York
“Current Platinum Member—not compensated for this testimonial.
Trusted by 2,000+
Households
Jared*
"Before Range, I felt overwhelmed trying to piece together our financial picture. Now I feel organized with a clear tax strategy."
COO, New York
“Current Platinum Member—not compensated for this testimonial.
Justin*
"What started as focused tax planning quickly revealed itself to be something much more valuable. The tax strategy alone has been worth the price of membership."
COO, New York
“Current Platinum Member—not compensated for this testimonial.
Garrett*
"Tax frustrations led me to Range. With my finance background, I understood the tax code, but Range offered strategic partnership I couldn't get elsewhere."
Exec, Texas
“Current Platinum Member—not compensated for this testimonial.
The Range Weekly Review will cover what matters most to your financial journey. Enjoy!
The Range Weekly Review will cover what matters most to your financial journey. Enjoy!
Ready to Simplify
Your Wealth?
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Ready to Simplify Your Wealth?
Ready to Simplify
Your Wealth?
Book a complimentary demo and discover how much you could save.