Member Testimonials

Investing in the future. For the kids.

Member

Dan

Occupation

Managing Partner

Location

Maryland

Membership Level

Premium Member

“Having all of my financials in one platform—especially my portfolio and tax planning—makes everything more convenient.”

“

In the past I had been working with a traditional financial advisor, which had been going pretty well. But I felt like I wasn’t always getting guidance on some of the more complex aspects of my finances - real estate investments, tax, etc.

So I began looking at alternative options for managing my wealth. My main ask was to understand how all my investments and holdings should be structured, and to get real-time advice on how different options would affect my future outlook. Everything I do now is working towards ensuring my kids have a sound financial future, so I want to be buttoned up.

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After finding Range, I was interested in the all-in-one service, and the fact that they had a team of advisors working on my plans, rather than just one advisor. I’m pretty plugged in to my finances, so the suite of DIY tools is really helpful.

Being able to bounce investment opportunities, trade-offs and strategies off of the team at Range has been refreshing. I was also able to work with the team to simplify my portfolio. I don’t want to think about the market, I want that to be on auto-pilot, so I can focus on my real estate business and other investments.

I’m excited to be using the Range platform. The team is super responsive, and has helped me evaluate different plans moving forward. They’re also open to my feedback and suggestions, so I feel confident the platform will continue to grow and evolve for Members.

”

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“The advice has been great, and the way the plans are delivered allows me to quickly see all of my action items in one place.”
Kam
Tech Professional
Washington
Current
Premium Members
—not compensated for this testimonial.
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“The advice has been solid. I had what I thought was a pretty simple question, but instead of giving me the answer I expected, they looked at my whole financial situation and presented a surprisingly strategic, thoughtful approach. This probably saved me thousands of dollars.”
John
Founder & CCO
California
Current
Premium Member
—not compensated for this testimonial.
Read More
“The advice has been incredible. Any time we send a question, the response has been quick, thoughtful and thorough.”
Phil and Jen
Engineering Manager & Physician Assistant / Director of Clinical Education
North Carolina
Current
Premium Members
—not compensated for this testimonial.
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703-261-4164support@range.com
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*Current member, not compensated for this testimonial.
**We are not estate attorneys, Range is an online service providing legal forms and information. We are not a law firm and we do not provide legal advice.

‍1 Range Finance, Inc. pricing and additional information can be found at Range.com/pricing. As described in our Discretionary Advisory Agreement, Range uses the services of TAMPs to manage your assets. While often no additional fees are charged by the TAMPs, on occasion for some strategies, an asset-based fee is charged directly by the TAMPs. Range does not receive any portion of the fee charged by the TAMPs. You will be notified before Range recommends investment in a TAMP strategy where this fee may be charged.
‍2 4 % APY is the national average interest rate for savings accounts as posted on  FDIC.gov, as of February 20, 2024. The Annual Percentage Yield (“APY”) for the Altruist Cash accounts (“Altruist Cash”) is variable and may change at any time. The amount of interest you will receive on your deposits will vary based on a number of factors. Accrued interest is paid on the last business day of the month directly into the Altruist Cash account. For addition information please visit Altruist and its disclaimers.
3 APY Interest rate is impacted by the federal funds rate and is adjusted in line with changes made by the Federal Reserve.
4 Range uses the services of TAMPs to manage your assets. While often no additional fees are charged by the TAMPs, on occasion for some strategies, an asset-based fee is charged directly by the TAMPs. Range does not receive any portion of the fee charged by the TAMPs. You will be notified before Range recommends investment in a TAMP strategy where this fee may be charged.

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