www.range.com Open in urlscan Pro
2600:9000:2646:f200:1e:d0ba:7ec0:93a1  Public Scan

Form analysis
0 forms found in the DOM

Text Content

GET ON-DEMAND FINANCIAL ANALYSIS AND PLANS TO REACH YOUR GOALS.

Range
®
Join

 * Services
 * About
 * Careers
 * Pricing

 * Get Started
 * 
 * Log in
 * Become a Member
 * Get StartedLog In
 * Join Now


Newsweek Awards Range as a Top Financial Advisory FirmRead More


ALL-IN-ONE WEALTH MANAGEMENT.


Get modern financial advice for investing, taxes, and more—with no hidden fees.


Book Your Personal Demo

Investments
Balance your portfolio and build for the future.
Tax
Optimize your strategy to reduce your tax burden.
Retirement
Choose the smartest path to financial freedom.
Cash Flow
Have a plan and monitor your progress.
Real Estate
Understand how Real Estate impacts your portfolio & taxes.
“The advice has been incredible. Any time we send a question, the response has
been quick, thoughtful and thorough.”
Phil and Jen
*
Engineering Manager & Physician Assistant / Director of Clinical Education
Current
Premium Members
—not compensated for this testimonial.
“The presentation and organization of my data on the site is good. Easy to read.
Easy to digest. It’s remarkable...My confidence in my finances has really
improved.”
Ravi
*
Tech Professional
Current
Platinum Members
—not compensated for this testimonial.
“As a service, Range has been excellent. The plans are easily visible and
actionable, the taxes were seamless—from that standpoint we’ve been 110%
satisfied.”
Raven and Isela
*
Tech and Financial Services Professionals
Current
Platinum Members
—not compensated for this testimonial.

Modern financial advice,
built just for you.
Designed for high income households.

Finance Reimagined
Range has been designed for high-income earners—executives, entrepreneurs,
doctors, and tech professionals. If you make over $200k, join thousands of
members who are making smarter, faster financial moves.

Discover upside in any scenario.

Professional Grade Projections
Range generates thousands of advanced projections that calculate your goals and
account for market changes. Our advanced algorithms take  every one of your data
points and project multiple scenarios. You’ll discover new opportunities and
shine light on upsides you may have missed.

Receive transparent, flat-fee pricing and 0% AUM 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.

It Just Works
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.

A Fresh Point of View
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.

Trusted experts.
Best-in-Class Security
Fully-encrypted data protected; 2-factor Authentication.

Certified Financial Planners
Delivering expert advice with the highest standard of excellence.

Fiduciary advisors you can trust.
Legally bound to act in your best interests, always.

Wealthtech 100 recognized leader.
Industry's Top 100, as a leader in technology and innovation.

It's time to change
your financial outlook.
Connect accounts and activate your dashboard.
Aggregate all of your accounts, complete onboarding to help us understand your
current situation and priorities. Once this is complete, you’ll meet with a
Range Financial Planner.
5$62,452Your total net worth today
Start with your first interactive plan.
Based on your financial roadmap, your team will deliver individual planning
modules, each with clear steps to complete and track.

Uncover insights and build financial projections.
Use DIY planning tools and dashboards, so you can run your own projections,
track budgeting goals, and monitor your money in real time.

And your wealth can keep scaling.
Access to Advice
Get advice from experts 24/7. Ask questions, get answers on anything about your
money.

Work with a Team
Range offers a team that has deep specialization in investment strategies,
startup equity, taxes, real estate, crypto and more.

Regulated by the SEC
As a Registered Investment Advisor (RIA) we are legally required to advise in
our member's best interests.
Registration does not imply a certain level of skill or training or that the SEC
has endorsed the company.


Frequently asked questions.
How are you 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.

Will I have one 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.

What are your experts’ qualifications?

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.

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.

What’s the difference between Premium, Platinum and Titanium?

Premium - Our Premium tier is designed to deliver foundational wealth management
across all aspects of your finances. If you have relatively straightforward
finances, but want to start building your wealth the right way, Premium is a
great place to start. Premium does not include tax projections, or estate
document creation.

Platinum - The Platinum Tier at Range is designed for Members who have more
complex finances to manage. And by more complicated, we mean more tax
implications. As you add income streams, new investments and expenses, need to
file taxes in multiple states, your taxes become more complex. Tax projections
and scenario planning is included in this tier. We will also handle estate
document creation should you need it as a Platinum Member.

Titanium - If you’ve made it this far, you probably already know Titanium is
right for you. Your taxes are very complex, you have multiple income streams of
multiple types coming in from multiple states and countries, and are probably
paying hefty fees to multiple partners to help you mange them. With the Range
Titanium Membership, you get everything in Platinum, but we’ll handle tax
situations that are more complex—i.e. you have over 5 K1’s, taxes in over 3
states, and/or have international tax situations to deal with.

If you’re unclear which tier is right for you, talk to our Membership team.

Range
®
8350 Broad Street
Suite 340
McLean, VA 22102
703-261-4164support@range.com

Explore
ServicesPricingMember ReviewsFAQInvestment ServicesRetirement PlanningEstate
PlanningTax PlanningInsurance OptimizationEducation PlanningCash Flow
Company
About UsCareers WE'RE HIRING
Resources
LearnCalculatorsBlogFor EmployersCollege Savings CalculatorFinancial Advisor Fee
Comparison CalculatorHome Affordability CalculatorEquity
Compensation CalculatorLearn : What is Wealth Management?
Legal
SecurityTerms of ServiceAdvisory AgreementPrivacy PolicyForm ADV Part 2ALegal
DisclosureRange Client Relationship Summary
Download
iOS Android
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.
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.

*Current member, not compensated for this testimonial.
**We are not estate attorneys, Range is an online service providing legal forms
and information. We are not a law firm and we do not provide legal advice.

‍1 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.
‍2 4.3 % APY is the national average interest rate for savings accounts as
posted on  FDIC.gov, as of February 20, 2024. The Annual Percentage Yield
(“APY”) for the Altruist Cash accounts (“Altruist Cash”) is variable and may
change at any time. The amount of interest you will receive on your deposits
will vary based on a number of factors. Accrued interest is paid on the last
business day of the month directly into the Altruist Cash account. For addition
information please visit Altruist and its disclaimers.
3 APY Interest rate is impacted by the federal funds rate and is adjusted in
line with changes made by the Federal Reserve.
4 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.

Range Advisory and Range Tax are wholly owned subsidiaries of Range Finance,
Inc.

Copyright © 2024 Range Finance Inc. All rights reserved.



ALL-IN-ONE WEALTH MANAGEMENT


INVESTMENT MANGEMENT, RETIREMENT PLANNING, ESTATE PLANNING, TAX PLANNING

giItT1WQy@!-/#giItT1WQy@!-/#