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for?",{"id":1224,"alt":12,"name":12,"focus":12,"title":12,"source":12,"filename":1225,"copyright":12,"fieldtype":1226,"meta_data":1227,"is_external_url":543},99318219868627,"https://a.storyblok.com/f/185166/1200x630/bc5541aa98/range-wealth-management.png","asset",{},"Range Wealth Management ","https://v2.unbiased.com/inquiry/financial-advisor/primary-areas","Match with an advisor ","company-summary-box","Range Wealth Management is a US SEC-registered investment advisor offering all-in-one wealth management delivered through a transparent flat-fee (subscription) model.","Not sure if Range Wealth Management suits your needs? Let Unbiased find a financial advisor that does",{"_uid":1235,"data":1236,"component":798},"d825abec-9815-4fc0-87a7-0e714878ede3",{"type":15,"content":1237},[1238,1246,1254,1260,1312,1317,1360,1365,1370,1375],{"type":764,"attrs":1239,"content":1240},{"level":766,"textAlign":34},[1241],{"text":1242,"type":22,"marks":1243},"What are the pros and cons of Range Wealth Management?",[1244],{"type":129,"attrs":1245},{"color":814},{"type":18,"attrs":1247,"content":1248},{"textAlign":34},[1249],{"text":1250,"type":22,"marks":1251},"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.",[1252],{"type":129,"attrs":1253},{"color":814},{"type":764,"attrs":1255,"content":1257},{"level":1256,"textAlign":34},3,[1258],{"text":1259,"type":22},"The pros of Range Wealth Management:",{"type":876,"content":1261},[1262,1271,1280,1294,1303],{"type":879,"content":1263},[1264],{"type":18,"attrs":1265,"content":1266},{"textAlign":34},[1267,1270],{"text":1044,"type":22,"marks":1268},[1269],{"type":38},{"text":1048,"type":22},{"type":879,"content":1272},[1273],{"type":18,"attrs":1274,"content":1275},{"textAlign":34},[1276,1279],{"text":1055,"type":22,"marks":1277},[1278],{"type":38},{"text":1059,"type":22},{"type":879,"content":1281},[1282],{"type":18,"attrs":1283,"content":1284},{"textAlign":34},[1285,1288,1289,1293],{"text":1066,"type":22,"marks":1286},[1287],{"type":38},{"text":1070,"type":22},{"text":1072,"type":22,"marks":1290},[1291],{"type":31,"attrs":1292},{"href":780,"uuid":34,"anchor":34,"target":35,"linktype":36},{"text":1078,"type":22},{"type":879,"content":1295},[1296],{"type":18,"attrs":1297,"content":1298},{"textAlign":34},[1299,1302],{"text":1085,"type":22,"marks":1300},[1301],{"type":38},{"text":1089,"type":22},{"type":879,"content":1304},[1305],{"type":18,"attrs":1306,"content":1307},{"textAlign":34},[1308,1311],{"text":1096,"type":22,"marks":1309},[1310],{"type":38},{"text":1100,"type":22},{"type":764,"attrs":1313,"content":1314},{"level":1256,"textAlign":34},[1315],{"text":1316,"type":22},"The cons of Range Wealth Management:",{"type":876,"content":1318},[1319,1328,1337,1346],{"type":879,"content":1320},[1321],{"type":18,"attrs":1322,"content":1323},{"textAlign":34},[1324,1327],{"text":1114,"type":22,"marks":1325},[1326],{"type":38},{"text":1118,"type":22},{"type":879,"content":1329},[1330],{"type":18,"attrs":1331,"content":1332},{"textAlign":34},[1333,1336],{"text":1125,"type":22,"marks":1334},[1335],{"type":38},{"text":1129,"type":22},{"type":879,"content":1338},[1339],{"type":18,"attrs":1340,"content":1341},{"textAlign":34},[1342,1345],{"text":1136,"type":22,"marks":1343},[1344],{"type":38},{"text":1140,"type":22},{"type":879,"content":1347},[1348],{"type":18,"attrs":1349,"content":1350},{"textAlign":34},[1351,1354,1355,1359],{"text":1147,"type":22,"marks":1352},[1353],{"type":38},{"text":1151,"type":22},{"text":1153,"type":22,"marks":1356},[1357],{"type":31,"attrs":1358},{"href":1157,"uuid":34,"anchor":34,"target":35,"linktype":36},{"text":1159,"type":22},{"type":764,"attrs":1361,"content":1362},{"level":766,"textAlign":34},[1363],{"text":1364,"type":22},"Range Wealth Management fees: how much does it cost?",{"type":18,"attrs":1366,"content":1367},{"textAlign":34},[1368],{"text":1369,"type":22},"Range Wealth Management uses a transparent, flat-fee membership model with three tiers (Premium, Platinum and Titanium) and offers multiple billing options.",{"type":18,"attrs":1371,"content":1372},{"textAlign":34},[1373],{"text":1374,"type":22},"Advisory management is advertised at 0% AUM. However, third-party costs may apply alongside the subscription.",{"type":18,"attrs":1376,"content":1377},{"textAlign":34},[1378],{"type":1379},"hard_break",{"_uid":1381,"caption":12,"content":1382,"component":1400,"show_search":543,"paste_content":1401,"number_of_rows":1440,"show_pagination":543,"hide_heading_row":543,"search_placeholder":12,"first_col_to_headings":543},"e46987d1-6eea-4b5e-b7e6-13b68891ebed",{"tbody":1383,"thead":1393,"fieldtype":1399},[1384],{"_uid":1385,"body":1386,"component":1392},"567e344c-edee-4f93-9e8b-fcc0e299a9de",[1387,1390],{"_uid":1388,"value":12,"component":1389},"46d5592e-5dd2-4717-8a50-96789d01f6d3","_table_col",{"_uid":1391,"value":12,"component":1389},"0f7fe7e6-b151-4334-b4e5-0a1b7735b273","_table_row",[1394,1397],{"_uid":1395,"value":12,"component":1396},"87c22ff3-679f-4676-9818-2a104bbb64b0","_table_head",{"_uid":1398,"value":12,"component":1396},"37316d7b-dd94-4c2e-888f-0b9a4a90f541","table","article-table",{"type":15,"content":1402},[1403,1408,1413,1418,1423,1428,1433,1438],{"type":18,"attrs":1404,"content":1405},{"textAlign":34},[1406],{"text":1407,"type":22},"Membership tier\tThe cost and what’s included\tNotes",{"type":18,"attrs":1409,"content":1410},{"textAlign":34},[1411],{"text":1412,"type":22},"Premium\t$2,950per year (annual billing,10% discount).\tEntry-level plan; includes comprehensive planning services.",{"type":18,"attrs":1414,"content":1415},{"textAlign":34},[1416],{"text":1417,"type":22},"Platinum\t$5,950 per year (annual billing)\tExtras include tax filing, direct indexing and creating estate documents.",{"type":18,"attrs":1419,"content":1420},{"textAlign":34},[1421],{"text":1422,"type":22},"Titanium\t$9,950 per year (annual billing)\tExtras include multi-state taxes, extensive equity compensation and bookkeeping review.",{"type":18,"attrs":1424,"content":1425},{"textAlign":34},[1426],{"text":1427,"type":22},"Advisory management fee\t0% AUM for discretionary services\tNo AUM charge, regardless of portfolio size.",{"type":18,"attrs":1429,"content":1430},{"textAlign":34},[1431],{"text":1432,"type":22},"Brokerage and transaction fees\tClients incur commissions, custodial charges and fund internal expenses.\tRange Wealth Management does not receive these costs.",{"type":18,"attrs":1434,"content":1435},{"textAlign":34},[1436],{"text":1437,"type":22},"TAMP-related fees\tSome strategies may involve TAMP costs in addition to the subscription.\tYou could add a second advisory layer plus fund expenses; Range does not receive these fees.",{"type":18,"attrs":1439},{"textAlign":34},"10",{"_uid":1442,"data":1443,"component":798},"970d98ef-e793-4b12-9f85-043135e0b190",{"type":15,"content":1444},[1445,1455,1463,1471,1480,1530,1538,1546,1554,1612,1620,1642,1651,1656,1661,1707,1712,1717,1722,1727,1753,1761,1766,1771,1776,1784,1789,1836,1841,1846,1851,1863],{"type":18,"attrs":1446,"content":1447},{"textAlign":34},[1448,1450],{"text":1449,"type":22},"In 2026, Range removed",{"text":1451,"type":22,"marks":1452}," semi-annual pricing, with all pricing now only based on an annual schedule.",[1453],{"type":129,"attrs":1454},{"color":12},{"type":18,"attrs":1456,"content":1457},{"textAlign":34},[1458],{"text":1459,"type":22,"marks":1460},"All current customers will be grandfathered into old pricing and payment frequency.",[1461],{"type":129,"attrs":1462},{"color":12},{"type":764,"attrs":1464,"content":1465},{"level":766,"textAlign":34},[1466],{"text":1467,"type":22,"marks":1468},"What is Range Wealth Management’s minimum account size?",[1469],{"type":129,"attrs":1470},{"color":814},{"type":18,"attrs":1472,"content":1473},{"textAlign":34},[1474,1478],{"text":1475,"type":22,"marks":1476},"Range Wealth Management",[1477],{"type":38},{"text":1479,"type":22}," has no required minimum investment for its membership tiers. This subscription-based structure makes the service accessible to clients across different portfolio sizes.",{"type":876,"content":1481},[1482,1498,1514],{"type":879,"content":1483},[1484],{"type":18,"attrs":1485,"content":1486},{"textAlign":34},[1487,1493],{"text":1488,"type":22,"marks":1489},"Account minimum:",[1490,1492],{"type":129,"attrs":1491},{"color":814},{"type":38},{"text":1494,"type":22,"marks":1495}," No minimum investment is stated on the website for its subscription-based wealth management service.",[1496],{"type":129,"attrs":1497},{"color":814},{"type":879,"content":1499},[1500],{"type":18,"attrs":1501,"content":1502},{"textAlign":34},[1503,1509],{"text":1504,"type":22,"marks":1505},"Household access: ",[1506,1508],{"type":129,"attrs":1507},{"color":814},{"type":38},{"text":1510,"type":22,"marks":1511},"Each membership includes services for both the client and their partner at no additional cost.",[1512],{"type":129,"attrs":1513},{"color":814},{"type":879,"content":1515},[1516],{"type":18,"attrs":1517,"content":1518},{"textAlign":34},[1519,1525],{"text":1520,"type":22,"marks":1521},"Account setup",[1522,1524],{"type":129,"attrs":1523},{"color":814},{"type":38},{"text":1526,"type":22,"marks":1527},": Clients complete enrollment online, with onboarding delivered digitally and access through the dashboard and mobile app.",[1528],{"type":129,"attrs":1529},{"color":814},{"type":764,"attrs":1531,"content":1532},{"level":766,"textAlign":34},[1533],{"text":1534,"type":22,"marks":1535},"Who should choose Range Wealth Management?",[1536],{"type":129,"attrs":1537},{"color":814},{"type":18,"attrs":1539,"content":1540},{"textAlign":34},[1541],{"text":1542,"type":22,"marks":1543},"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.",[1544],{"type":129,"attrs":1545},{"color":814},{"type":764,"attrs":1547,"content":1548},{"level":1256,"textAlign":34},[1549],{"text":1550,"type":22,"marks":1551},"Range Wealth Management is best suited for:",[1552],{"type":129,"attrs":1553},{"color":814},{"type":876,"content":1555},[1556,1582,1592,1602],{"type":879,"content":1557},[1558],{"type":18,"attrs":1559,"content":1560},{"textAlign":34},[1561,1566,1577],{"text":1562,"type":22,"marks":1563},"High earners such as executives, entrepreneurs, doctors, and tech professionals, particularly those with household incomes above ",[1564],{"type":129,"attrs":1565},{"color":814},{"text":1567,"type":22,"marks":1568},"$200,000",[1569,1572,1575],{"type":31,"attrs":1570},{"href":1571,"uuid":34,"anchor":34,"target":34,"linktype":36},"https://www.range.com/",{"type":129,"attrs":1573},{"color":1574},"#0000FF",{"type":1576},"underline",{"text":1578,"type":22,"marks":1579},".",[1580],{"type":129,"attrs":1581},{"color":814},{"type":879,"content":1583},[1584],{"type":18,"attrs":1585,"content":1586},{"textAlign":34},[1587],{"text":1588,"type":22,"marks":1589},"Clients who prefer comprehensive planning in one place, such as investments, tax, retirement, real estate, equity compensation, and insurance.",[1590],{"type":129,"attrs":1591},{"color":814},{"type":879,"content":1593},[1594],{"type":18,"attrs":1595,"content":1596},{"textAlign":34},[1597],{"text":1598,"type":22,"marks":1599},"Households seeking predictable costs, as Range Wealth Management charges flat annual fees instead of AUM advisory fees.",[1600],{"type":129,"attrs":1601},{"color":814},{"type":879,"content":1603},[1604],{"type":18,"attrs":1605,"content":1606},{"textAlign":34},[1607],{"text":1608,"type":22,"marks":1609},"Couples or families, as each membership extends services to both the client and their partner without any extra costs.",[1610],{"type":129,"attrs":1611},{"color":814},{"type":764,"attrs":1613,"content":1614},{"level":1256,"textAlign":34},[1615],{"text":1616,"type":22,"marks":1617},"Range Wealth Management is less suitable for:",[1618],{"type":129,"attrs":1619},{"color":814},{"type":876,"content":1621},[1622,1632],{"type":879,"content":1623},[1624],{"type":18,"attrs":1625,"content":1626},{"textAlign":34},[1627],{"text":1628,"type":22,"marks":1629},"Clients with smaller portfolios or limited advisory needs as the fixed subscription cost may be significant compared with lower-cost robo-advisors.",[1630],{"type":129,"attrs":1631},{"color":814},{"type":879,"content":1633},[1634],{"type":18,"attrs":1635,"content":1636},{"textAlign":34},[1637],{"text":1638,"type":22,"marks":1639},"Individuals seeking only investment management, as the advisor firm’s core offering emphasizes broader planning rather than investment-only services.",[1640],{"type":129,"attrs":1641},{"color":814},{"type":764,"attrs":1643,"content":1644},{"level":766,"textAlign":34},[1645],{"text":1646,"type":22,"marks":1647},"Range Wealth Management: Is it secure? ",[1648,1650],{"type":129,"attrs":1649},{"color":814},{"type":38},{"type":18,"attrs":1652,"content":1653},{"textAlign":34},[1654],{"text":1655,"type":22},"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.",{"type":18,"attrs":1657,"content":1658},{"textAlign":34},[1659],{"text":1660,"type":22},"Key features:",{"type":876,"content":1662},[1663,1674,1685,1696],{"type":879,"content":1664},[1665],{"type":18,"attrs":1666,"content":1667},{"textAlign":34},[1668,1672],{"text":1669,"type":22,"marks":1670},"Team-based model:",[1671],{"type":38},{"text":1673,"type":22}," Clients interact with a group of specialists (including CFPs, CPAs, and other professionals) instead of just one advisor.",{"type":879,"content":1675},[1676],{"type":18,"attrs":1677,"content":1678},{"textAlign":34},[1679,1683],{"text":1680,"type":22,"marks":1681},"Digital communication:",[1682],{"type":38},{"text":1684,"type":22}," Ongoing support is offered through the online dashboard, which includes secure messaging with the advisor team.",{"type":879,"content":1686},[1687],{"type":18,"attrs":1688,"content":1689},{"textAlign":34},[1690,1694],{"text":1691,"type":22,"marks":1692},"Onboarding process:",[1693],{"type":38},{"text":1695,"type":22}," Enrollment and orientation are completed digitally, with video calls (e.g., Zoom) available for remote flexibility.",{"type":879,"content":1697},[1698],{"type":18,"attrs":1699,"content":1700},{"textAlign":34},[1701,1705],{"text":1702,"type":22,"marks":1703},"Availability:",[1704],{"type":38},{"text":1706,"type":22}," The platform offers 24/7 access to dashboards and messaging, though the website does not list live call center hours.",{"type":764,"attrs":1708,"content":1709},{"level":766,"textAlign":34},[1710],{"text":1711,"type":22},"Range Wealth Management review: What do real customers say?",{"type":18,"attrs":1713,"content":1714},{"textAlign":34},[1715],{"text":1716,"type":22},"Customer feedback on Range Wealth Management is mixed. ",{"type":18,"attrs":1718,"content":1719},{"textAlign":34},[1720],{"text":1721,"type":22},"Some users highlight that the team is generally responsive, provides timely recommendations, and continues to improve the platform. ",{"type":18,"attrs":1723,"content":1724},{"textAlign":34},[1725],{"text":1726,"type":22},"Others, however, report delays in deliverables, concerns about the quality of financial reports, and limited follow-up when raising issues with customer service.",{"type":18,"attrs":1728,"content":1729},{"textAlign":34},[1730,1735,1742,1746],{"text":1731,"type":22,"marks":1732},"Source: ",[1733],{"type":1734},"italic",{"text":1736,"type":22,"marks":1737},"Reddit Range Financial Experience",[1738,1741],{"type":31,"attrs":1739},{"href":1740,"uuid":34,"anchor":34,"target":35,"linktype":36},"https://www.reddit.com/r/personalfinance/comments/17k2kzv/range_financial_experience/",{"type":1734},{"text":1743,"type":22,"marks":1744}," | ",[1745],{"type":1734},{"text":1747,"type":22,"marks":1748},"Reddit Range Financial Planning Platform",[1749,1752],{"type":31,"attrs":1750},{"href":1751,"uuid":34,"anchor":34,"target":35,"linktype":36},"https://www.reddit.com/r/personalfinance/comments/1d51dp1/range_financial_planning_platform/",{"type":1734},{"type":764,"attrs":1754,"content":1755},{"level":766,"textAlign":34},[1756],{"text":1757,"type":22,"marks":1758},"Range Wealth Management: Mobile app",[1759],{"type":129,"attrs":1760},{"color":814},{"type":18,"attrs":1762,"content":1763},{"textAlign":34},[1764],{"text":1765,"type":22},"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. ",{"type":18,"attrs":1767,"content":1768},{"textAlign":34},[1769],{"text":1770,"type":22},"It mirrors the desktop setup, which makes navigation familiar, but the experience feels more utilitarian than polished. ",{"type":18,"attrs":1772,"content":1773},{"textAlign":34},[1774],{"text":1775,"type":22},"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.",{"type":764,"attrs":1777,"content":1778},{"level":766,"textAlign":34},[1779],{"text":1780,"type":22,"marks":1781},"Is Range Wealth Management worth it?",[1782],{"type":129,"attrs":1783},{"color":814},{"type":18,"attrs":1785,"content":1786},{"textAlign":34},[1787],{"text":1788,"type":22},"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.",{"type":18,"attrs":1790,"content":1791},{"textAlign":34},[1792,1794,1806,1808,1820,1822,1834],{"text":1793,"type":22},"Compared with robo-advisors like Betterment or ",{"text":1795,"type":22,"marks":1796},"Fidelity Go",[1797],{"type":31,"attrs":1798},{"href":1799,"uuid":1800,"anchor":34,"target":35,"linktype":74,"story":1801},"/discover/financial-advice/fidelity-go-review","f2e0e2e1-6d92-449f-96ca-e4fe88857efd",{"name":1802,"id":1803,"uuid":1800,"slug":1804,"url":1805,"full_slug":1805,"_stopResolving":558},"Fidelity Go review",82683367685954,"fidelity-go-review","discover/financial-advice/fidelity-go-review",{"text":1807,"type":22},", Range offers more personalized guidance but at a higher price point. 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planning.",{"name":2073,"created_at":2074,"published_at":2075,"updated_at":2076,"id":2077,"uuid":2078,"content":2079,"slug":2087,"full_slug":2088,"sort_by_date":34,"position":2041,"tag_list":2089,"is_startpage":543,"parent_id":2043,"meta_data":34,"group_id":2090,"first_published_at":2045,"release_id":34,"lang":730,"path":34,"alternates":2091,"default_full_slug":34,"translated_slugs":34,"_stopResolving":558},"Rachel Carey","2023-03-28T10:05:08.718Z","2025-01-28T12:05:49.815Z","2025-01-28T12:05:49.832Z",283076789,"b4ce951f-89c7-4ef6-97a8-709dc6d856e1",{"job":2080,"_uid":2032,"name":2073,"image":2081,"component":2037,"education":2084,"expertise":2085,"description":2086},"Senior Content Writer",{"id":2082,"alt":12,"name":12,"focus":12,"title":12,"filename":2083,"copyright":12,"fieldtype":1226,"is_external_url":543},7792663,"https://a.storyblok.com/f/185166/1199x1257/2401746255/rachel-carey.jpg","Griffith College Dublin, MA (Hons) in Journalism & Media Communications","Rachel brings over a decade of experience in media, including SEO content writing, marketing, public relations, and broadcast and print journalism.","Rachel is a Senior Content Writer at Unbiased, producing content across a range of different sectors, including personal finance, retirement, and investing. 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