Range at a glance
To learn how our star ratings are calculated, read our methodology.
Range is best for high-earning professionals needing proactive advice
Range is a great fit for tech-savvy, high-earning professionals who want modern, comprehensive financial guidance but don’t have the time — or desire — to coordinate with a bunch of different advisors. Whether you’re navigating stock options, tax decisions or big-picture planning, Range brings everything under one roof with a clear, flat annual fee — no hidden charges, no percentage-of-assets surprises.
What really makes Range stand out is its proactive, team-based approach and AI-powered platform. Instead of reactive or one-off planning, clients get a coordinated team of CFPs, CPAs, tax specialists and more who use AI tools to actively monitor clients’ financial situations and offer timely action steps across areas like cash flow, tax strategy, retirement planning and estate structuring.
Range is not ideal for:
- DIY investors who prefer managing everything themselves
- People seeking one-off advice or a financial plan without continued engagement
- Those with very simple finances who don’t need tax, estate or multi-account planning
Range plans
| Premium | $2,655/yearly or $1,475/semi-annually |
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| Platinum | $5,355/yearly or $2,975/semi-annually | Everything in Premium, plus:
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| Titanium | $8,955/yearly or $4,975/semi-annually | Everything in Platinum, plus:
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Book Demo
What we like about Range
All-in-one wealth management with flat fees
Range consolidates all aspects of wealth management under one roof, including:
- Investment management
- Tax planning
- Cash flow tracking
- Estate planning
- Retirement forecasting
- Insurance review
- Real estate guidance
- Equity compensation
This integrated approach means less back and forth, fewer miscommunications and advice that actually works together across all parts of your financial life.
Another big plus: Range charges a flat annual fee, not a percentage of your investments like many traditional financial advisors. This makes costs more predictable and removes the conflict of interest that comes with asset-based pricing, so you can trust that the advice is truly in your best interest — not tied to how much you invest with them.
Holistic advisor team and fiduciary standard
Instead of pairing you with just one advisor, Range gives you a full team — including Certified Financial Planners (CFPs®), tax pros and other specialists — working together on your behalf. This team-based setup means your investment, tax, estate and insurance decisions all stay in sync, helping you move toward your long-term goal without pieces falling through the cracks.
And because Range is a Registered Investment Advisor (RIA), they follow the fiduciary standard — which means they’re legally obligated to put your best interests first. That’s a big deal, especially compared to traditional advisors who might earn commissions or only need to recommend products that are “good enough,” not necessarily best for you.
Personalized, actionable planning
Range skips the overwhelming, million-page PDF financial plans and instead breaks your financial strategy into clear, bite-sized action steps. Each one is tailored to where you are in life — whether you’re buying a home, sorting out your RSUs, saving for college or planning an early retirement — and prioritized based on what will make the biggest, immediate difference.
You’ll also get a simple task-tracking system to keep everything organized and moving forward, so you can see the results as you go.
Powerful cash flow and scenario tools
Range pulls in all your financial accounts — banking, investments, credit cards — and gives you a clear, real-time picture of your income, spending and savings through a user-friendly financial dashboard. This lets you make smarter everyday decisions and plan confidently for what’s ahead.
You can also run “what-if” scenarios to see how bug life changes might affect your finances. Want to know if you can afford a second home? Thinking about changing jobs or retiring early? Range lets you model those choices before you make them, which is a game-changer for anyone with a fast-moving or complex financial life.
Proactive tax planning, tax-savings strategies and loss harvesting
Range goes beyond basic tax filing to offer ongoing, proactive tax strategy throughout the year. This includes:
- Projecting future tax liabilities
- Identifying Roth conversion opportunities
- Optimizing equity compensation taxes (e.g., RSU withholding or Incentive Stock Options (ISOs) Alternative Minimum Tax (AMT) planning)
- Suggesting changes to withholding or estimated payments
Clients in Platinum or Titanium tiers also benefit from direct indexing and tax-loss harvesting. Direct indexing involves owning individual stocks that make up an index, instead of buying an index fund, permitting investments to be strategically sold at a loss to offset capital gains and reduce taxable income.
Where Range falls short
Annual pricing commitment
Range uses a flat annual subscription model instead of the traditional percentage-of-assets fee or hourly billing. While this pricing structure offers transparency and avoids hidden fees, it does come with a significant upfront commitment.
Clients are required to pay $2,655 to $8,955 per year, depending on their service tier and complexity. This fee is billed annually or semi-annually but requires a full-year agreement, meaning you’re financially committed even if you only need advice occasionally or decide to stop using the service mid-year. This can be a drawback if you’re unsure whether you’ll fully utilize ongoing planning services throughout the year.
Startup growing pains
Range was founded in 2020, making it a relatively young player in the wealth management space. While its fast growth, modern tech stack and investor backing signal promise, early-stage startups often come with some natural limitations. For instance, Range is building its reputation, regulatory data and performance history.
Range’s fees
| Flat fee |
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| Minimum investment | $0 |
| Asset under management fee | 0% |
Is Range legit?
Range is a legitimate company and investment advisor registered with the US Securities and Exchange Commission. Founded in 2021 by David Cusatis and Fahad Hassan and based in Mclean, Virginia, Range’s investors include Cathay Innovation, Gradient Ventures, Expa, Red Sea Ventures and 8-Bit Capital.
Range’s advisors comprise a team of Certified Financial Planners, the gold standard for financial planners.
Customer experience
| Trustpilot score | 3.2 out of 5 stars, based on 19 customer reviews |
|---|---|
| Customer reviews verified as of | 09 July 2025 |
Customer sentiment toward Range is generally positive on Trustpilot, with users appreciating its comprehensive financial dashboard, flat-fee pricing and strategic planning tools. Positive reviews highlight its real-time account aggregation and robust support around estate and tax planning. However, some users report slower service and occasional lack of proactivity from advisors. The Better Business Bureau (BBB) has no listing or consumer complaints for Range.
What do people on Reddit say?
Sentiment toward Range across various Reddit communities like r/personalfinance and r/FinancialPlanning is mixed to cautiously optimistic. Several users mention positive experiences with its flat-fee pricing model, tax planning features and transparent approach. However, others raise concerns about service consistency, and some express hesitation due to the company’s relative newness. Overall, Reddit users seem curious and cautiously open, perhaps leaning positively. It’s worth noting that many of these discussions are between a year and two years old.
Compare Range to other wealth management services
| Range |
|
None | Flat fee | $2,655–$8,955/yearly | $2,655–$8,955/yearly |
| Creative Planning |
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$500,000 | Fee based | 1.20% of AUM | $12,000 |
| Vanguard Wealth Management |
|
$5 million | Fee based | 0.3% of AUM | Requires $5 million minimum |
| Fisher Investments |
|
$1 million | Fee based | 1.25% of AUM | $12,500 |
*May not be exhaustive
Frequently asked questions
How much does Range Finance cost?
Range offers three plans, ranging from $2,655 to $8,955 yearly. Save 10% when you choose annual billing.
Who owns Range Finance?
Range is a privately held company founded in 2021 by Fahad Hassan and David Cusatis. Fahad Hussan serves as the CEO, and David Cusatis is cofounder and CTO.
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. Range Finance, Inc. 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. 1 Assets Under Advisement (AUA) represents the total value of assets that Range Finance, Inc. provides advice or consultation on, but does not necessarily have the ability to make decisions and execute trades for these assets. AUA does not meet the definition of Regulatory Assets Under Management (RAUM) as reported on Range Finance, Inc.’s Form ADV. As of March 2024, the Range Finance, Inc.’s RAUM is approximately $27M. 2 Range Finance, Inc. pricing and additional information can be found at Range.com/pricing. Range Advisory and Range Tax are wholly owned subsidiaries of Range Finance, Inc.
