The investment advisor 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 Wealth Management’s services are broad and are designed to integrate multiple areas of personal finance into a single subscription model. Here are the key strengths and limitations of its service scope.
The pros of Range Wealth Management:
Comprehensive support: Covers many areas, including investments, tax, retirement, cash flow, equity compensation, real estate, estate planning, education, and insurance.
Transparent pricing: Flat-fee pricing with no hidden charges, and three membership tiers that scale with client needs.
Potential cost efficiency: For higher-asset households, the 0% AUM model can reduce costs compared with traditional advisory fees.
Team-based advisory model: Clients get access to specialists such as certified financial planners (CFPs), certified public accountants (CPAs), and equity compensation advisors rather than a single point of contact.
Technology-supported delivery: Financial dashboards, projections, and budgeting tools available 24/7, plus Zoom meetings and mobile app access.
The cons of Range Wealth Management:
Annual subscription costs: May be significant for those with smaller portfolios, as the Premium plan starts at $2,655 per year regardless of AUM.
Tiered service availability: Some services, such as tax filing and direct indexing, are only available with the Platinum plan.
Estate planning limitations: Support varies by tier and may involve coordination with external professionals, with more complex services included in higher tiers.
Third-party costs: Brokerage, custodian, fund expense ratios, and in some cases, third-party strategy (TAMP) fees still apply and are not received by Range Wealth Management.
Range Wealth Management fees: how much does it cost?
Range Wealth Management uses a transparent, flat-fee membership model with three tiers (Premium, Platinum and Titanium) and offers multiple billing options.
Advisory management is advertised at 0% AUM. However, third-party costs may apply alongside the subscription.
| Membership tier | The cost and what’s included | Notes |
|---|---|---|
| Premium | $2,655per year (annual billing,10% discount). | Entry-level plan; includes comprehensive planning services. |
| Platinum | $5,355 per year (annual billing) | Extras include tax filing, direct indexing and creating estate documents. |
| Titanium | $8,955 per year (annual billing) | Extras include multi-state taxes, extensive equity compensation and bookkeeping review. |
| Advisory management fee | 0% AUM for discretionary services | No AUM charge, regardless of portfolio size. |
| Brokerage and transaction fees | Clients incur commissions, custodial charges and fund internal expenses. | Range Wealth Management does not receive these costs. |
| TAMP-related fees | Some strategies may involve TAMP costs in addition to the subscription. | You could add a second advisory layer plus fund expenses; Range does not receive these fees. |
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 suited for high-income households and professionals who want an all-in-one wealth management platform with a flat-fee subscription.
Range Wealth Management is best suited for:
High earners such as executives, entrepreneurs, doctors, and tech professionals, particularly those with household incomes above $200,000.
Clients who prefer comprehensive planning in one place, such as investments, tax, retirement, real estate, equity compensation, and insurance.
Households seeking predictable costs, as Range Wealth Management charges flat annual fees instead of AUM advisory fees.
Couples or families, as each membership extends services to both the client and their partner without any extra costs.
Range Wealth Management is less suitable for:
Clients with smaller portfolios or limited advisory needs as the fixed subscription cost may be significant compared with lower-cost robo-advisors.
Individuals seeking only investment management, as the advisor firm’s core offering emphasizes broader planning rather than investment-only services.
Range Wealth Management: Is it secure?
Range Wealth Management’s customer service is designed to be accessible and team-oriented, but it relies heavily on digital channels rather than traditional call centers. Clients receive support as part of their subscription, with access to a group of specialists instead of a single dedicated advisor.
Key features:
Team-based model: Clients interact with a group of specialists (including CFPs, CPAs, and other professionals) instead of just one advisor.
Digital communication: Ongoing support is offered through the online dashboard, which includes secure messaging with the advisor team.
Onboarding process: Enrollment and orientation are completed digitally, with video calls (e.g., Zoom) available for remote flexibility.
Availability: The platform offers 24/7 access to dashboards and messaging, though the website does not list live call center hours.
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 Wealth Management can be a good fit for higher-income or high-net-worth clients who want predictable flat-fee pricing and broad planning support. The model is less compelling for smaller portfolios, where the fixed cost may outweigh the value.
Compared with robo-advisors like Betterment or Fidelity Go, Range offers more personalized guidance but at a higher price point. Against traditional firms such as Fidelity Wealth Management or Merrill Lynch, its subscription model can be more cost-effective for larger accounts since fees don’t rise with portfolio size.
Overall, Range is best suited to clients who need comprehensive financial planning and prefer transparent pricing, but less suitable for those with simpler needs or limited assets.
Get expert financial advice
Range Wealth Management offers a subscription-based model that provides comprehensive planning across investing, tax, retirement, and more, with predictable flat fees instead of asset-based charges. It’s best suited for high-income households seeking centralized financial management, but may be less cost-effective for clients with simpler needs.
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