Range FAQ - Will I have one advisor?

Will I have one advisor?

Nope. One advisor is the old way of doing things. At Range, we want to give you the best advice based on your specific situation or question—which is why we arm you with a team of experts (and tools) to address whatever your need might be.

You'll work with Certified Financial Planners, tax professionals, equity compensation specialists, and estate planning experts—each bringing deep expertise in their respective areas. This team-based approach means you receive specialized knowledge for every aspect of your financial life, backed by 24/7 platform access and coordinated guidance across all your financial needs.

Will I have one advisor?

Frequently Asked Questions

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Why aren’t my transactions loading?

Can I disconnect my financial accounts at any time?

Why can’t I connect to my financial institution?

How do I categorize transactions?

Why can’t I see my collaborators accounts?

Does Range have access to my credentials?

What data can my collaborators see?

How do I change or reset my password?

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

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

Will Range assist with Legal services, like creating LLCs?

Can you give me business advice?

Can you file my personal or business taxes?

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

Can Range manage my investments for me?

How long does it take to get my plan?

What will my financial plan look like?

Can you help me with my equity compensation package?

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

Do I have to link my accounts to Range?

Is Range a fiduciary?

What are your experts’ qualifications?

How are you different from my financial advisor?