Range Wealth Management Review 2026

What does Range Wealth Management do?

Range Wealth Management is a US SEC-registered investment advisor offering all-in-one wealth management delivered through a transparent flat-fee (subscription) model.

Financial advice

We’ll find a professional perfectly matched to your needs. Getting started is easy, fast and free.

Match with an advisor

The investment advisor's pricing has three pricing tiers designed to grow with you and your partner, and no hidden fees, instead of charging a percentage of your assets.

Its platform combines a team of fiduciary advisors with planning software that aggregates your finances and supports ongoing advice across investing, tax, retirement, real estate, and more.

Range Wealth Management positions itself as a centralized ‘wealth hub’ for high-income households, with services spanning investments, tax, retirement, cash flow, insurance planning, and includes dashboards and future projections.

What are the pros and cons of Range Wealth Management?

Range offers broad financial planning for a predictable annual fee, which can be cost-effective for households with larger portfolios. Its main limitations are the relatively high starting price, tiered service access, and team-based digital model.

✅ Pros

Comprehensive planning: Covers investments, retirement, taxes, equity compensation, real estate, and insurance.
Potential value for larger portfolios: Range charges 0% AUM, so fees do not increase with assets.
Specialist access: Clients work with CFP® professionals, CFA charterholders, CPAs, and tax specialists.
Digital tools: The platform combines accounts, projections, goals, and advisor messaging.

❌ Cons

High starting cost: Premium costs $3,950 annually, regardless of portfolio size.
No dedicated advisor: Clients work with a team rather than one long-term advisor.
Tiered services: Tax planning, estate documents, and tax filing require more expensive plans.
Additional costs: Fund, brokerage, custody, transaction, and some TAMP fees may apply.

Range Wealth Management fees: How much does it cost?

Range Wealth Management charges a flat annual subscription instead of an asset-based management fee, meaning its subscription does not increase as your portfolio grows.

Its three plans currently cost between $3,950 and $12,500 per year, depending on the level of tax, estate, and equity compensation support required.

Membership	Annual fee	Key services and differences
🟢 Premium	$3,950	Financial planning, investment management, retirement planning, and direct indexing
🔵 Platinum	$5,950	Everything in Premium, plus tax projections, estate documents, and equity compensation planning
🟣 Titanium	$12,500	Everything in Platinum, plus personal, multi-state, K-1, and international tax filing

For someone with $1 million, the $3,950 Premium plan is equivalent to 0.40% of their portfolio, compared with $10,000 at a traditional 1% advisory fee.

However, the subscription is not necessarily the total cost. Fund expenses, brokerage charges, custody fees, transactions, additional tax work, and some third-party investment strategy fees may also apply. Range does not receive these third-party fees.

Overall, Range’s flat pricing is most competitive for larger portfolios requiring comprehensive planning. It is less attractive for smaller portfolios or clients who only need basic investment management.

What is Range Wealth Management’s minimum account size?

Range Wealth Management has no required minimum investment for its membership tiers. This subscription-based structure makes the service accessible to clients across different portfolio sizes.

Account minimum: No minimum investment is stated on the website for its subscription-based wealth management service.
Household access: Each membership includes services for both the client and their partner at no additional cost.
Account setup: Clients complete enrollment online, with onboarding delivered digitally and access through the dashboard and mobile app.

Who should choose Range Wealth Management?

Range Wealth Management is best for high-income households with complex finances that can justify its $3,950 starting fee. Its flat pricing becomes more competitive as portfolio size and planning needs increase.

Best suited to

High earners: Executives, entrepreneurs, doctors, and tech professionals, particularly households earning over $200,000.
Complex finances: Clients needing coordinated investment, tax, retirement, real estate, and equity compensation planning.
Larger portfolios: Households that may save money with a flat fee rather than paying around 1% of assets annually.
Couples: Membership includes the client and their partner at no additional cost.

Less suitable for

Smaller portfolios: The fixed annual fee may outweigh the value for clients with limited assets or straightforward needs.
Investment-only clients: Lower-cost robo-advisors or investment managers may be more appropriate.
Clients wanting one dedicated advisor: Range uses a team-based, primarily digital service model.

Range Wealth Management: Is it secure?

Yes, Range Wealth Management appears secure. It uses two-factor authentication and says linked accounts are read-only, so it cannot move your money, change account details, or access your banking passwords.

Investment advice is provided by SEC-registered Range Advisory, LLC, although SEC registration does not protect against investment losses.

Source: Range security

Range Wealth Management review: What do real customers say?

Customer feedback on Range Wealth Management is mixed.

Some users highlight that the team is generally responsive, provides timely recommendations, and continues to improve the platform.

Others, however, report delays in deliverables, concerns about the quality of financial reports, and limited follow-up when raising issues with customer service.

Source: Reddit Range Financial Experience | Reddit Range Financial Planning Platform

Range Wealth Management: Mobile app

Range Wealth Management’s mobile platform is functional and covers the basics, letting clients view aggregated accounts, track goals, and message advisors from their phones.

It mirrors the desktop setup, which makes navigation familiar, but the experience feels more utilitarian than polished.

For most clients, it works well enough for routine check-ins, though it may not stand out compared with firms that invest heavily in mobile-first design.

Is Range Wealth Management worth it?

Range can be worth it for high-income households that need investment, tax, retirement, and equity planning. Its flat fee can be competitive for larger portfolios but difficult to justify for smaller accounts or basic needs.

Range offers more personalized support than Betterment or Fidelity Go, while Fidelity Wealth Management and Merrill Lynch provide a more traditional advisory relationship.

To compare other options, Unbiased can match you with a financial advisor based on your goals and financial situation.