What is Range?
Range provides modern wealth management services tailored for high-income households, including executives, entrepreneurs, doctors, and tech professionals earning over $200k annually. It combines a sophisticated technology platform with a team of expert financial advisors, including Certified Financial Planners (CFPs), CPAs, and more, to offer comprehensive financial planning. The service aims to consolidate a user's entire financial picture into one platform, automatically updating data from connected accounts for real-time monitoring and analysis.
The platform utilizes advanced algorithms to generate thousands of financial projections, helping users discover opportunities and optimize strategies for investments, taxes, retirement, cash flow, and real estate. Range operates on a transparent, flat-fee pricing model with 0% Assets Under Management (AUM) fees for its advisory services, positioning itself as a fiduciary legally bound to act in clients' best interests. Users receive personalized financial plans with actionable steps and can interact with a team of specialists for advice on various financial matters 24/7 through the platform.
Features
- Comprehensive Wealth Management: Covers investments, taxes, retirement, cash flow, and real estate.
- Advanced Financial Projections: Uses algorithms to calculate goals and account for market changes across multiple scenarios.
- Flat-Fee Pricing: Transparent pricing structure with 0% AUM fees on advisory services.
- Consolidated Financial Dashboard: Aggregates all financial accounts in one place for real-time updates and monitoring.
- Team of Experts Access: Provides 24/7 access to Certified Financial Planners, CPAs, and other specialists.
- Personalized Financial Plans: Delivers interactive plans with clear, actionable steps.
- Fiduciary Standard: Legally bound to act in the client's best interests.
- Tax Planning & Filing: Offers tax optimization strategies and filing services (in higher tiers).
- Estate Planning Guidance: Includes estate document creation in higher tiers.
Use Cases
- Optimizing investment portfolios for long-term growth.
- Developing tax strategies to minimize tax burdens.
- Planning for retirement and financial independence.
- Managing cash flow and monitoring financial progress.
- Analyzing the impact of real estate investments on overall wealth.
- Consolidating financial accounts for a unified view.
- Seeking expert financial advice on complex situations like equity compensation or startup finances.
- Creating and managing estate plans.
FAQs
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How is Range different from a traditional financial advisor?
Range provides access to a team of specialized advisors covering all aspects of finance, not just investments or retirement. It also offers a tech platform with aggregated, real-time data available 24/7, differing from the single-advisor model. -
Will I have one dedicated advisor at Range?
No, Range utilizes a team-based approach, connecting you with the best expert for your specific situation or question, rather than assigning a single advisor. -
What qualifications do Range's experts have?
Range's team includes Certified Financial Planners (CFP), IRS Enrolled Agents (EA), Certified Public Accountants (CPA), Equity Compensation Associates (ECA), Chartered Financial Analysts (CFA), Chartered Retirement Plans Specialists (CRPS), and MBAs, with experience from firms like JP Morgan, Vanguard, and Goldman Sachs. -
Is Range a fiduciary?
Yes, as a Registered Investment Advisor (RIA), Range is legally required to act in the client's best interests. Their CFP® professionals adhere to high ethical and training standards. -
What are the differences between the Premium, Platinum, and Titanium plans?
Premium offers foundational wealth management. Platinum adds proactive tax planning/filing and estate document creation for more complex finances. Titanium caters to very complex situations, handling more intricate tax scenarios (multiple K-1s, states, international), advanced equity compensation, and extensive real estate holdings.
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