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Modern financial advice for investing, taxes, and more—with no hidden fees 1.
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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.
You may have landed on this page through a paid partnership with a third-party publisher partner. Range compensates affiliate partners for the promotion of Range’s services which may create a conflict of interest. Basic information, including your name, may be shared between Range and third party partners for reporting purposes. Please review Range’s Form ADV and Client Relationship Summary for more information.
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 Brokerage fees, transaction charges, and other applicable platform fees imposed by our custodian are not included in your membership and will be passed through to you as the Member. Additionally, fund fees charged by third-party managers (such as mutual fund or ETF expense ratios) will apply; these fees are separate from your membership and are not received or shared by Range in any way. Range Finance, Inc. pricing and additional information can be found at Range.com/pricing.
2 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.
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.
Frequently Asked Questions
We have put together some commonly asked questions
Empowering Professionals at the World’s Most Prestigious Companies
Your all-in-one wealth management solution
Get modern financial advice for investing, taxes, and more—with no hidden fees.
Empowering Professionals at the World’s Most Prestigious Companies
Based on an independent review conducted in July 2025.
America's Top Financial Advisors
Based on an independent review conducted in November 2024.
Read full disclosure here.
America's Top Financial Advisors
Based on an independent review conducted in November 2025.
Based on an independent review conducted in July 2025.
Your all-in-one wealth management solution
Get modern financial advice for investing, taxes, and more—with no hidden fees.
Your all-in-one wealth management solution
Modern financial advice for investing, taxes, and more—with no hidden fees 1.
America's Top Financial Advisors
Based on an independent review conducted in November 2024.
Read full disclosure here.
Endorsement provided by a paid promoter and not a client of Range Advisory, LLC (“Range”), an SEC-registered investment adviser. Registration with the SEC does not imply any level of skill or training. The promoter will receive cash compensation. The compensation provided creates a conflict of interest, as the promoter has a financial incentive to endorse Range. This endorsement is not a guarantee of future performance or success. The referenced promoter and Range are not associated with one another and have no formal relationship outside of this arrangement.
Additional fees may apply for certain services. Please see Range Advisory’s ADV Part 2A for important risk disclosures related to the use of AI and fee information. Recommendations depend on the accuracy an completeness of the information you provide to Range Advisory. Recommendations based on incorrect or incomplete data may not be accurate. Please see Range’s Form ADV Part 2A and Client Agreement for complete fee details.
Additional fees may apply for certain services. Please see Range Advisory’s ADV Part 2A for important risk disclosures related to the use of AI and fee information. Recommendations depend on the accuracy an completeness of the information you provide to Range Advisory. Recommendations based on incorrect or incomplete data may not be accurate. Please see Range’s Form ADV Part 2A and Client Agreement for complete fee details.
Modern wealth management for investing, taxes, and more—with 0% AUM fees1.
For 15% off annual plans, use code: USC15
Modern wealth management for investing, taxes, and more—with 0% AUM fees 1.
For 15% off annual plans, use code: USC15
Hi USC Families,
Meet Range Finance
Get modern financial advice for investing, taxes, and more—with no hidden fees.
America's Top Financial Advisors
America's Top Financial Advisors
Based on an independent review conducted in November 2024.
Based on an independent review conducted in November 2024.
Read full disclosure here.
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Hi USC Familes,
Meet Range Finance
Hi USC Families,
Meet Range Finance
