# FAQ

Here are some common questions we’re hearing from prospective members.

## How are you different from my financial advisor?

## Will I have one advisor?

## What are your experts’ qualifications?

## Is Range a fiduciary?

## Do I have to link my accounts to Range?

## What’s the difference between Premium, Platinum and Titanium?

## Can you help me with my equity compensation package?

## What will my financial plan look like?

## How long does it take to get my plan?

## Can Range manage my investments for me?

## I’m interested in tax services, what’s included in each package?

## Can you file my personal or business taxes?

## Can you give me business advice?

## Will Range assist with Legal services, like creating LLCs?

## Do I need to invest with you—are there any account minimums?

## Can I disconnect my financial accounts at any time?

## Can I sign up for Range if I live outside the United States?

## How do I change or reset my password?

## What data can my collaborators see?

## Does Range have access to my credentials?

## Why can’t I see my collaborators accounts?

## How do I categorize transactions?

## Why can’t I connect to my financial institution?

## Why aren’t my transactions loading?

## What's the true cost difference between flat-fee and AUM advisors for a $5M portfolio when factoring in tax optimization?

## How does Range coordinate business tax strategy with personal wealth management for entrepreneurs?

## What year-round tax planning strategies can save high earners on their taxes?

## How much can a $400K entrepreneur realistically reduce their tax bill through proper structure optimization?

## What are the biggest tax mistakes high earners make that Range can help you avoid?

## How does Range's tax planning differ from working with a separate CPA and financial advisor?

## When should I establish an LLC for rental property to optimize taxes, and how does it integrate with my overall wealth strategy?

## Should I exercise my startup stock options now or wait? How does QSBS qualification affect this decision?

## How do you optimize RSU tax planning as part of overall wealth management?

## What's the best strategy for backdoor Roth conversions at different income levels ($200K vs $500K vs $1M+)?

## How do you pull together equity compensation, RSUs, real estate holdings, and retirement accounts into one comprehensive strategy?

## I'm using a traditional brokerage but feel like I'm not maximizing investment vehicles - what am I likely missing?

## How do you coordinate 401(k), IRA, and Roth strategies for someone planning to retire in 5 years?

## How does Range replace the need for multiple financial platforms and advisors - what's actually included?

If you have any additional questions, please email us at [support@range.com](mailto:support@range.com)