About
Range is a comprehensive wealth management platform that reimagines financial advising for high earners — executives, entrepreneurs, doctors, and tech professionals. It consolidates investments, tax strategy, retirement planning, cash flow tracking, and real estate portfolio analysis into a single, intelligently designed hub. Unlike traditional advisors who charge a percentage of assets under management (AUM), Range operates on a transparent flat-fee model with 0% AUM on advisory services, making it a cost-effective solution as your wealth grows. The platform is backed by a team of Certified Financial Planners (CFPs) available on-demand through the platform, giving members access to personalized, fiduciary-grade advice at any time. Range's AI engine generates thousands of advanced financial projections, modeling multiple scenarios based on every data point in your financial picture — helping users uncover hidden opportunities and plan smarter. Integration with existing accounts means your financial picture stays automatically up-to-date, eliminating scattered spreadsheets and siloed data. Key capabilities include investment portfolio rebalancing, tax optimization strategies, retirement pathway modeling, real-time cash flow monitoring, and real estate impact analysis. Range is ideal for wealth-conscious professionals who want institutional-grade financial guidance without the opacity of traditional wealth management.
Key Features
- Unified Financial Dashboard: Connects all accounts — investments, taxes, real estate, and cash flow — into a single automatically updated financial picture.
- AI-Driven Scenario Projections: Generates thousands of advanced financial projections across multiple scenarios, helping users identify new opportunities and optimize outcomes.
- Certified Financial Planner Access: On-demand access to a team of fiduciary CFPs who provide personalized, transparent advice tailored to your complete financial picture.
- Tax Optimization Strategy: Provides proactive tax planning recommendations to minimize tax burden across investments, income, and estate planning.
- Flat-Fee, 0% AUM Pricing: Charges a transparent flat membership fee with no AUM percentage — saving high-net-worth members significant money versus traditional advisors.
Use Cases
- A tech executive consolidating scattered 401(k), stock options, and real estate holdings into one coherent financial strategy.
- A high-earning entrepreneur optimizing tax strategy across business income, investments, and estate planning.
- A doctor in their 40s modeling multiple retirement scenarios to determine the optimal savings and investment path.
- A startup COO tracking cash flow and benchmarking portfolio performance against long-term wealth goals.
- A dual-income household replacing a costly traditional 1% AUM advisor with a flat-fee, AI-enhanced alternative.
Pros
- Transparent, Cost-Effective Pricing: Flat-fee model with 0% AUM means clients keep more of their wealth as assets grow, unlike traditional 1% AUM advisors.
- Truly All-in-One Platform: Consolidates investments, taxes, retirement, real estate, and cash flow into one place, eliminating the need for multiple tools and advisors.
- AI + Human Advisor Hybrid: Combines powerful AI projections with access to real CFPs, delivering both scale and personalized fiduciary advice.
- Designed for High Earners: Purpose-built for $200k+ households with complex financial situations that standard budgeting apps can't handle.
Cons
- Not Suitable for All Income Levels: Range is specifically designed for high-income earners and may not provide enough value for those with simpler financial needs.
- Membership Cost: Paid membership tiers (Premium and Platinum) may be a barrier for those who are earlier in their wealth-building journey.
- Not a Brokerage: Range advises on investments but does not directly execute trades, requiring accounts to be held elsewhere.
Frequently Asked Questions
Who is Range designed for?
Range is built for high-income households earning $200,000 or more per year, including tech professionals, executives, entrepreneurs, and doctors who have complex financial situations.
What does 0% AUM mean?
Unlike traditional financial advisors who charge up to 1% of your assets under management annually, Range charges a flat membership fee with no AUM-based fees — meaning your cost doesn't grow as your wealth does.
Does Range provide access to human financial advisors?
Yes. Range members have on-demand access to a team of Certified Financial Planners (CFPs) who act as fiduciaries, providing personalized and transparent financial guidance.
What financial areas does Range cover?
Range covers investments, tax optimization, retirement planning, cash flow management, and real estate portfolio analysis — all in one unified platform.
Is Range a brokerage?
No, Range is a wealth management advisory platform, not a brokerage. It helps you strategize and optimize your finances but does not directly hold or trade your assets.
