All-In-One Wealth
Management For
Strategic Tax Planning
Empowering Professionals at the World’s Most Prestigious Companies
Ready to Stop Overpaying Taxes?
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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.
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.
Advanced tax strategy technology
Get real-time tax analysis across all your accounts, sophisticated planning tools, and 24/7 access to your complete financial picture—technology that traditional advisors simply can't match.
See the impact of every financial decision
Model different scenarios instantly—from stock option exercises to real estate purchases. Know exactly how each choice affects your tax liability and overall wealth strategy.
Flat fees aligned with your interests
Pay a flat fee for unbiased guidance, not commissions on products we sell you. Our advisors succeed when you save on taxes and build wealth efficiently.
Personalized tax strategy in everything
Every investment, real estate decision, and financial move is analyzed for tax impact first. Your plan evolves with tax law changes and your situation—not a static document that sits in a drawer.
CPAs, CFAs, and CFPs available 24/7
Why wait weeks for a callback when you have a tax question? Get expert guidance from certified professionals within hours, not days—all through our secure platform.
Why Choose Range?
How Range Works
Get matched to the right plan for you
Range offers several service tiers designed for different levels of financial complexity. Our team helps you understand which level of support matches your situation—from straightforward high-earner tax strategy to complex multi-asset coordination.
Sync your accounts for comprehensive analysis
Securely connect all your financial accounts—investments, real estate, business interests, and bank accounts. Our platform immediately begins analyzing your complete financial situation and identifying opportunities across your entire picture.
Receive your personalized planning roadmap
Within a few weeks, get your comprehensive tax strategy with prioritized action items. We start with the highest-impact opportunities—whether that's tax-loss harvesting, Roth conversions, or equity compensation timing—and build your complete wealth plan over time.
Model scenarios and track your progress
Use our advanced planning tools to model different scenarios before making decisions. See exactly how stock option exercises, real estate purchases, or investment changes impact your tax liability. Track your progress toward goals year-round.
Get expert guidance whenever you need it
Have a tax question about RSU timing, depreciation strategies, or tax-loss harvesting? Message our CPA and EA professionals anytime through the platform. Get personalized, strategic guidance within 24 hours—no need to schedule calls or wait weeks for responses.
Investment Management
Tax-efficient portfolio management that works with your tax strategy—not against it
Expert Access
No more Google searches—get personalized tax guidance 24/7
Real Estate Tax Integration
LLC setup, partnership structures, and depreciation strategies
Year-Round Tax Strategy
Strategic tax optimization throughout the year—not reactive filing in April
Equity Comp Planning
ISOs, NSOs, and RSU timing strategies to maximize your equity value while minimizing tax liability
Advanced Strategies
Backdoor Roth conversions, tax-loss harvesting, and alternative investments
The Tax Strategy Platform Built for High Earners
Who Are Tired of Overpaying
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
All-In-One
Wealth Management
Most high earners overpay on taxes.
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.
Most high earners overpay on taxes
without realizing it.
Integrated Wealth Planning
Every financial decision has tax implications. Our comprehensive platform ensures your investments, real estate, retirement planning, and cash flow strategies all work together to optimize your overall tax efficiency—not just individual components in isolation.
Tax Planning & Filing • Flat-Fee Pricing • 24/7 CFP Access
Advanced Tax Strategy
See exactly where your tax dollars are going and identify optimization opportunities. Our platform provides real-time tax analysis across all your income sources—salary, equity compensation, real estate, and investments—so you can make strategic decisions that minimize your tax liability year-round.
Tax Planning & Filing • Flat-Fee Pricing • 24/7 CFP Access
Every financial decision has tax implications. Our comprehensive platform ensures your investments, real estate, retirement planning, and cash flow strategies all work together to optimize your overall tax efficiency—not just individual components in isolation.
Integrated Wealth Planning
Advanced Tax Strategy
See exactly where your tax dollars are going and identify optimization opportunities. Our platform provides real-time tax analysis across all your income sources—salary, equity compensation, real estate, and investments—so you can make strategic decisions that minimize your tax liability year-round.
Get a comprehensive tax strategy
that works year-round, not just at filing.
Get year-round strategy, not just filing.
Trusted by 2,000+
High Earning 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.
