Range review 2026

High earners paid partly in company stock

High earners paid partly in company stock get equity compensation planning for stock options (ISOs and NSOs) and restricted stock units (RSUs) on Range's Platinum and Titanium plans. This work usually needs both a planner and a CPA, which is why Range puts them on one team.

Households that want planning and tax filing in one place

Households that want planning and tax filing in one place can get both on Titanium, Range's top plan. It files your federal return, up to three state returns, and FBAR and FATCA forms, so the people planning your taxes also file them. One membership covers you and a partner.

Range pros

• A flat annual fee that doesn't rise with your balance, and no account minimum
• A team of CFPs and CFA charterholders, with CPAs added on Platinum and Titanium
• Equity compensation and tax projection work on Platinum and Titanium
• Tax filing on Titanium, including multi-state returns and FBAR
• Direct indexing and tax-loss harvesting on every plan

Range cons

• The flat fee is a large share of a small balance: $3,950 is 1.58% of $250,000
• Direct indexing in taxable accounts can add 0.12% to 0.22% a year in custodian fees
• No single dedicated advisor
• The membership renews automatically each year, and fees generally aren't prorated if you cancel
• Disputes go to arbitration, not court

Rai, Range's AI assistant

Rai, Range's AI assistant, answers questions in the app using the accounts you connect. Range's Form ADV says defined categories of questions are answered by Rai and sent to you without a Range professional reviewing them first. Complaints, cancellation requests, trade requests, and messages that show distress go to a person.

If a Rai answer will change a tax or investment decision, ask an advisor to confirm it before you act.

A team of advisors instead of one

Range assigns a team of advisors instead of one, so you'll get specialists by topic and no one person owns the relationship. Range's advisors are salaried, and their pay doesn't change with the plan you choose, per the ADV.

Where your investments are held

Your Range investments are held at Apex Clearing Corporation or Altruist Financial LLC, two SEC-registered brokerage firms that aren't affiliated with Range. For Apex accounts, statements and tax forms come through the Range app. Range also offers a high-yield cash account at a variable 3.50% APY as of October 2026.

Range also lists backdoor Roth conversions among its services.

Range's three plans

Range's three plans are Premium at $3,950 a year, Platinum at $5,950, and Titanium at $12,500, as listed on its pricing page on October 12, 2026.³

The ADV says Range can bill annually, semi-annually, quarterly, or monthly, and can set fees client by client, so two members on the same plan may pay different amounts. Ask for your quote in writing, including whether will and trust documents cost extra on your plan.

The extra fee on some investment portfolios

The extra fee on some investment portfolios is a custodian model fee of 0.12% to 0.22% a year on certain direct indexing strategies in taxable accounts, which Range's Form ADV discloses. Direct indexing means holding an index's individual stocks instead of a fund that tracks it. Range keeps none of this fee and says it tells you before recommending a strategy that carries it.

Turnkey asset management programs (TAMPs) can charge their own asset-based fee, and the custodian can charge brokerage, transfer, wire, and account-closing fees. Before you fund a taxable account, ask which strategy it will use and what that strategy charges.

Tax filing on the top plan

Tax filing on the top plan, Titanium, covers one federal return, up to three state returns, FBAR and FATCA forms, up to 9 investment properties, and up to 10 K-1s. Each extra K-1 costs $100 and each extra state return costs $500, per the pricing page. Premium and Platinum don't file returns.

Is Platinum worth it over Premium?

Platinum costs $2,000 more a year than Premium and adds CPAs, tax projections, and equity compensation planning. Platinum is worth it over Premium to you if you hold stock options or RSUs, or would otherwise pay for tax projections.

Is Titanium worth it over Platinum?

Titanium costs $6,550 more a year than Platinum and adds tax filing. Compare that with what you pay a preparer for a multi-state return with K-1s and FBAR. Range's ADV also notes that on a $200,000 managed account, Titanium costs more than 6% of assets.

Range vs Facet

Range vs Facet is the flat-fee comparison readers raise most often on Reddit. Facet lists $2,600 to $8,700 a year and includes tax filing from its middle plan, Plus. Range starts at $3,950 and files returns only on Titanium.

Both bill a year at a time, and Facet's pricing page calls its memberships non-refundable.

Range vs Domain Money

Range vs Domain Money is the comparison NerdWallet points to, naming Domain Money in its Range review for readers who want one dedicated advisor. Domain Money charges $3,900 to $9,000 for the first year and $2,900 to $8,000 a year after that, assigns one dedicated CFP, and includes tax filing from its middle plan, Strategic. Range charges the same price every year and assigns a team.

Range vs Empower

Range vs Empower is a flat fee vs a percentage of assets. Empower's advisory fee grows with your balance, and its free dashboard tracks your accounts at no cost. Our Empower review lists its fee tiers.

To compare, work out what 1% would cost on your managed balance and set it next to your Range plan, adding 0.12% to 0.22% on any taxable money in direct indexing. Then project the balance you'll have in five or ten years with the Tweed Retirement Calculator, since a flat fee shrinks as a share of a growing account.