Range
Range
Serving Clients Nationwide
All-In-One Wealth Management For High Earning Households at a flat fee¹
5 out of 5 Stars
Jump to Reviews
Video
Compensation Methods
- Flat Fee
About Range
At Range, we help households manage their money faster, more affordably, and accurately than any other resource in the world.The Range difference: all-in-one wealth management
Range represents a fundamental shift in how wealth management services are delivered. Rather than cobbling together multiple service providers, Range consolidates everything into a single, unified platform designed specifically for high-earning professionals.
Comprehensive Service Integration: Range handles investment management, retirement planning, estate planning, tax preparation and filing, and real estate strategy through one platform. This integration means every financial decision is made with your complete picture in mind.
Zero AUM Fees: Range operates on a transparent flat-fee model with 0% AUM fees for advisory services. This can potentially save clients thousands annually compared to traditional fee structures.
Advanced Technology With Human Expertise: The platform combines AI-powered analytics with access to Certified Financial Planners, Certified Public Accountants, and Financial Advisors. Technology handles data analysis and initial planning scenarios, while human experts provide strategic oversight for complex decisions.
9.6 / 10 stars in Benzinga: https://www.benzinga.com/money/range-review
Designed for high income households.
Range has been designed for high-income earners—executives, entrepreneurs, doctors, and tech professionals. If you make over $300k, join thousands of members who are making smarter, faster financial moves.
Transparent, flat-fee pricing
Receive transparent, flat-fee pricing and 0% AUM¹ on Range’s advisory services. If you’re working with a traditional advisor or brokerage, there’s a good chance you’re paying an Assets Under Management fee (AUM)—which could be up to 1% of your assets. It can add up over time—big time. As a true fiduciary, Range offers 0% AUM¹ for our advisory services.
Get organized with everything in one place.
Staying in control of your wealth shouldn’t be complicated. No more scattered accounts, siloed data or back-and-forths with different services. Set it up once, and Range updates your entire financial picture automatically.
We’re your thought partner and team.
The way the world thinks about money has changed. It’s not just about numbers—it’s about preserving and growing the lifestyle you’ve built. At Range, we’re not advisors or algorithms. We’re your thought partner, helping you make bold, clear decisions to build your future.
Our Approach
✔️ Starting with the human experience.
The journey begins with our team of expert advisors, who prioritize understanding the unique financial needs of each member. Our financial advisors, backed by cutting-edge tools, ensure that every recommendation is crafted with care and context.
✔️ Pioneering intelligent financial automation.
Our advisors work hand-in-hand with cutting-edge AI tools to pioneer intelligent automation in finance. From cash flow projections to tax optimization, we're creating seamless, data-driven solutions that reduce complexity and improve outcomes.
✔️ Revolutionary financial intelligence.
Our vision is to create AI capable of providing expert-level financial advice autonomously. Today, our team of trusted advisors is at the core of delivering personalized guidance, but we are building a future where AI can offer this same level of tailored support seamlessly.
--
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. As described in our Discretionary Advisory Agreement, Range uses the services of TAMPs to manage your assets. While often no additional fees are charged by the TAMPs, on occasion for some strategies, an asset-based fee is charged directly by the TAMPs. Range does not receive any portion of the fee charged by the TAMPs. You will be notified before Range recommends investment in a TAMP strategy where this fee may be charged.
SEC Lookup
View DisclosureWho We Serve
- Airline Pilots
- Artists
- Attorneys
- Business Owners
- Corporate Executives
- Couples
- Crypto Investors
- Data Scientists
- Dentists
- DIY Investors
- Dual Income Family
- Engineers
- Entrepreneurs
- Families
- Financial Independence Retire Early (FIRE)
- Gen X
- Gen Y / Millennials
- Individuals
- Investors
- Non-Traditional Clients
- Parents
- Physicians
- Professional Athletes
- Real Estate Investors
- Sales Professionals
- Scientists
- Technology Professionals
To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.
Write a Review
By clicking submit, you acknowledge this review is based on your own experience and reflects your genuine opinion. You also agree to our review policy, privacy policy, and terms and conditions, and give this financial advisor permission to publicly display your review on their website.
Finding Clarity After Years of Uncertainty
✅ Wealthtender Certified Advisor Review™
Aug 26, 2025
For 20 years, I grew wealth through rental properties—my comfort zone. But outside real estate, I felt lost. The equity in my house was substantial, but I didn't know how to effectively leverage it. My CPA filed taxes with standard recommendations, not personalized solutions. When I asked about retirement planning, they'd direct me to financial advisors.
These advisors pushed products: "Buy my mutual fund, you'll be rich." But they weren't seeing my complete financial picture—just focused on selling investments while ignoring my real estate portfolio. Having a young child made everything more urgent. My grandfather passed away at 68, my father at the same age. At 50, that timeline felt uncomfortably close. I needed to establish proper financial safeguards. I researched other financial services, but during onboarding they were pushy and fixated on stock investments. Their services lacked the comprehensive approach I needed. Range's transparent, flat-fee model immediately appealed to me. It was refreshing that they didn't require me to move my assets to work with them. The pricing seemed reasonable for year-round advisor access—much more affordable than paying annual AUM fees. The experience has been transformative. Now I have someone to ask questions to. When my wife and I discuss matters like HSA limits or tax strategies, instead of saying "I don't know, let's Google it," I can consult Range and receive thoughtful, personalized answers within 24 hours.
What's most valuable is having experts I can trust who are on my side. When I learned about qualifying as a real estate investor for tax purposes from YouTube, I couldn't validate it. With Range, my advisor helped me understand all qualifications and evidence required, warning me about IRS scrutiny and guiding me through proper documentation. This guidance enabled me to execute Roth IRA conversions I wouldn't have attempted alone—it would have been too risky without expert consultation. Range has also assisted with estate planning, protecting our investments for our son's future. With Google, you get information that might be from Reddit or AI-generated content requiring validation. With Range, you have experts you can trust to provide the best answers. Range gives me access to a team of advisors for any tax or investment questions. I finally feel like I'm optimizing my finances instead of leaving opportunities untapped.
Relationship to Financial Advisor: Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: This testimonial was provided by a client of Range Advisory, LLC. No compensation was provided for this testimonial. The views expressed reflect the client’s opinions at the time of the interview and may not be representative of the experience of other clients. Testimonials do not guarantee future performance or similar outcomes.
Expectations met & exceeded so far - 5 month old customer
✅ Wealthtender Certified Advisor Review™
Aug 25, 2025
I am 5 months into my journey as a Range customer, and so far it has met all my expectations. This is not your average retail financial planner (selling product & investments). This is the whole picture - all your assets, all your liabilities, all your plans (retirement, tax, ad hoc decisions) in one place. I appreciate that they are also continuing to innovate and bringing their customers the latest in technology.
Relationship to Financial Advisor: Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: This testimonial was provided by a client of Range Advisory, LLC. No compensation was provided for this testimonial. The views expressed reflect the client’s opinions at the time of the interview and may not be representative of the experience of other clients. Testimonials do not guarantee future performance or similar outcomes.
I've been really happy with how Range…
✅ Wealthtender Certified Advisor Review™
Aug 22, 2025
I've been really happy with how Range has guided me through a host of challenges my growing family is facing, including getting life insurance, buying a house, getting home owners insurance, and saving for college.
Highly recommended!
Relationship to Financial Advisor: Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: This testimonial was provided by a client of Range Advisory, LLC. No compensation was provided for this testimonial. The views expressed reflect the client’s opinions at the time of the interview and may not be representative of the experience of other clients. Testimonials do not guarantee future performance or similar outcomes.
Has been an excellent first 9 months…
✅ Wealthtender Certified Advisor Review™
Aug 22, 2025
Has been an excellent first 9 months working with range as an all in one wealth management, tax planning, and financial consultant support. I was reluctant to get a CFP for years and I so regret not doing this sooner.
Relationship to Financial Advisor: Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: This testimonial was provided by a client of Range Advisory, LLC. No compensation was provided for this testimonial. The views expressed reflect the client’s opinions at the time of the interview and may not be representative of the experience of other clients. Testimonials do not guarantee future performance or similar outcomes.
We Want Your Voice to be Heard
Wealthtender exists to help people discover trusted and authentic financial professionals and educators who may be a good fit based on their unique needs and circumstances.
Your honest reviews help people decide which financial professionals and educators may be best suited to their individual needs.
The majority of people trust reviews as much as personal recommendations, so what you write in your review should reflect your own opinion and experience.
Tips for Writing a Helpful Review
Be descriptive. Instead of just saying what you like or dislike, share why. What have you enjoyed most or least about your experience with the provider? Have they helped you overcome a difficult financial challenge or strengthened your knowledge about particular money matters? The more details, the better!
Be honest. Your rating and review should reflect your actual experience.
Stay relevant. Ensure your review is helpful to others by avoiding off-topic discussions or personal opinions not relevant to your direct experience.
Make your review easy to read. Reviews should be readable to others. Use proper grammar, avoid excessive capitalization or punctuation, and be sure to check your spelling.
Be yourself. Don’t post as, or pretend to be, someone else, and do not say you’re associated with a person or organization with which you are not.
Be nice. Don’t write abusive, hateful, threatening, or harassing content. Avoid personal threats, hate speech, obscenities, or inflammatory language.
Respect the privacy of others. Don’t post information that can be used to identify another individual or compromise their privacy.
Report abuse. Thank you for helping us ensure reviews on Wealthtender are helpful to everyone. If you suspect possible violations of our guidelines or believe a review is inappropriate, please email support@wealthtender.com with a link to the provider’s profile, indicating the review in question and the reason you believe it violates our guidelines.
➡️ Are you reviewing a financial advisor? Learn more about Certified Advisor Reviews.
Disclaimers
Wealthtender reserves the right to remove reviews that violate its guidelines and/or regulations issued by the Federal Trade Commission, Securities and Exchange Commission, FINRA, and other regulatory agencies. Further, financial advisors are subject to individual firm policies and rules prescribed by federal and state regulators that may result in reviews being removed, not published, or potentially modified upon the documented request submitted by an advisor, compliance officer, or other firm professional to maintain compliance with federal and state regulations.
If you submit a review on Wealthtender, the Federal Trade Commission has issued guidance to ensure you always maintain the right and ability to request reviews be removed from any online review website, including Wealthtender. To request the removal of a review you submitted on Wealthtender, please send an email to support@wealthtender.com using the same email address you utilized when submitting the review. Please include in your email a link to the profile on Wealthtender where your review is published.
In addition to your review being published on Wealthtender, you acknowledge your review may also be published by your financial advisor on their website, social media accounts, and/or profile pages on other directory websites.
The reviews posted on Wealthtender are individual and subjective opinions. The opinions expressed in reviews are those of the reviewer and not of Wealthtender, Inc. Wealthtender does not endorse any of the opinions expressed by reviewers.
Please refer to the Wealthtender terms of service and privacy policy for additional information.
If you have questions or if we can assist with anything at all, please contact us by email at support@wealthtender.com or call us at (512) 540 – 3811.
Thank you for visiting Wealthtender and giving us the opportunity to serve you.
© 2024 Wealthtender, Inc.
Get answers to frequently asked questions regarding the services offered by Range
View Disclosures
FAQs
Is Range a fiduciary?
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.
How is Range different from my financial advisor?
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.
Can Range help with my equity compensation package?
Range has qualified Equity Compensation Associates on staff, ready to handle any equity events or questions you may have. Not all advisors are equipped to competently handle this—and these decisions carry serious tax implications, so proactive planning is critical.
Range helps you understand how much to buy, sell, and execute—and when to do so—to maximize cash in your pocket, minimize tax impact, and reduce your investment risk. Our expertise covers ISOs, NSOs, RSUs, early exercise strategies, 10b5-1 trading plans, QSBS planning, secondary sales, and stock option financing.
Can Range manage my investments for me?
Yes. Range offers full-service investment management through our partner Altruist. Our advisory team works 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 ready to build a fully custom portfolio for you from scratch. All investment management services are provided at 0% AUM—our flat-fee structure means your wealth growth doesn't increase our compensation.
