Range: AI-Powered Wealth Management
Range helps high-earning professionals manage investments, taxes, and estate planning. It is designed for households earning over $200k that prefer a flat-fee model over traditional assets under management (AUM) fees.
At a glance
- Category
- Finance & Accounting
- Best for
- High-income professionals, Tech executives with equity compensation, Entrepreneurs, Physicians, Households earning over $200k
- Pricing
- Range uses a flat-fee annual membership model. Plans include Premium ($2,400/year), Platinum ($4,800/year), and Titanium ($9,950/year).
- Key use cases
- Equity Compensation Planning, Comprehensive Retirement Strategy, Tax Burden Reduction, Estate and Legacy Planning, Real Estate Portfolio Analysis
- Integrations
- Plaid, MX, Yodlee
- Official website
- range.com
Range is a wealth management platform designed for high-income earners, including executives, doctors, and tech professionals. The tool integrates aggregated financial data with AI-driven projections to help users plan for retirement, taxes, and estate needs.
Instead of a single advisor, the service uses a team-based approach involving Certified Financial Planners, tax professionals, and equity compensation specialists to provide guidance across different financial domains within one interface.
Buyers should note that the service is structured in membership tiers. While foundational planning is available at the entry level, services such as tax filing, estate document creation, and complex K-1 management are available in higher-priced plans.
As an SEC-registered Investment Advisor and fiduciary, Range is legally required to act in the best interests of its members.
Key Features
Uses algorithms to generate financial projections and scenario analysis based on user data.
Provides access to Certified Financial Planners (CFPs), CPAs, and equity compensation specialists.
Supports tax loss harvesting, tax projections, and analysis of previous year filings.
Provides advisory services via a flat annual fee rather than a percentage of assets under management.
Supports customized investment indexing to help manage portfolios.
Offers cash savings with a variable APY, cited as 3.20% as of December 2025.
Use Cases
Helping tech professionals manage ISOs, NSOs, and RSUs, including tax projections for equity events.
Analyzing income needs and distribution strategies to support long-term retirement goals.
Reviewing past returns and creating forward-facing projections to identify potential tax savings.
Evaluating existing estate plans and supporting the creation of wills and trust documents.
Planning ownership structures and liquidity strategies for residential rental properties.
Best For
Integrations
Pricing
Range uses a flat-fee annual membership model. Plans include Premium ($2,400/year), Platinum ($4,800/year), and Titanium ($9,950/year).
FAQ
Range charges a flat annual membership fee (starting at $2,400/year) and does not charge Assets Under Management (AUM) fees for its advisory services.
Premium provides foundational planning; Platinum adds tax filing, projections, and estate document creation; Titanium supports more complex situations like international taxes and higher volumes of K-1s.
Yes, Range is an SEC-registered Investment Advisor (RIA) and is legally required to act in the best interests of its members.
Range is designed for high-income households, such as tech professionals, entrepreneurs, and doctors earning over $200k.
Source category: Finance & Accounting
Source subcategory: Financial Planning
