Updated September 5, 2026. Quick answer: Range charges a flat annual subscription rather than a percentage of assets, per its own pricing page today: Premium is $3,950 a year, Platinum is $5,950 a year, and Titanium is $12,500 a year, the top tier adding full tax filing. Range states 0% in AUM fees on managed assets and no stated account minimum. A CFP or CFA team is included at all three named tiers; a cheaper entry product, Range Pro, does not include direct planner access without an extra fee or an upgrade. As of its March 2026 brochure, Range managed about $654 million on a discretionary basis and advised on roughly $13.3 billion non-discretionary.
Range at a glance
| Fact | What the company’s own pages say |
|---|---|
| Premium | $3,950/year: 0% AUM fee, CFP/CFA team access, direct indexing, tax-loss harvesting, investment and retirement planning |
| Platinum | $5,950/year: adds strategic tax planning, CPA access, estate-document creation, equity compensation planning |
| Titanium | $12,500/year: adds full federal, state and multi-state tax filing (up to 9 properties, 10 K-1s; $100 per additional K-1) |
| Account minimum | None stated on the pricing page or in the ADV brochure |
| Registration | SEC-registered investment adviser (CRD 321969); flat subscription fees across Range’s full product line range from $49 to $10,000/year per its Form ADV |
The three consumer tiers
Premium, Platinum, and Titanium are priced as flat annual subscriptions with no percentage-of-assets fee layered on top, and each adds a specific capability rather than more of the same: Platinum adds a CPA and estate documents, Titanium adds full tax filing. Range Pro, a separate lower-cost entry product, does not include planner access by default; per its ADV, Pro members who want to talk to the financial planning team need to buy a one-time planning session or upgrade to one of the three named tiers.
The conflicts Range disclosed itself
Range’s Form CRS discloses that its affiliated parent, Range Finance, collects the full subscription fee and passes a portion to the advisory entity, an arrangement the filing itself flags as an incentive to keep members on higher tiers. Annual upfront billing is also non-refundable on cancellation, and the firm discloses that some of its financial advisors hold personal investment accounts outside the firm, a potential conflict named directly in its own disclosure rather than left implicit.
You have read our assessment of Range. Here is the one we are paid to refer you to.
Stated outright because it is the only honest framing next to a form: the service below is our partner, not Range, and we are paid when you submit it. Comparing both is reasonable. It is free to you, and it is not the only way to find an adviser.
Before you start, what actually happens. The form is run by Kapitalwise, our advisor-matching partner. Kapitalwise sends your details to advisers who pay for the introduction, so expect calls and texts. Clear Money Guide is paid when you submit the form, whether or not you ever hire anyone. This is free to you and there is no obligation to hire anyone.
The Kapitalwise form opens here. You stay on this page.
What happens when you press the button
It asks about nine questions, age, investable assets, location, then your name, email and phone number, and verifies the phone by text. Nothing loads and nothing reaches Kapitalwise until you press the button.
Before you sign up, five minutes of your own verification
- Read the figures above against the company’s own current pricing page; prices in this category change without much notice.
- If it’s an investment adviser, look it up free on the SEC’s Investment Adviser Public Disclosure site and read its Form ADV Part 2A fee section and any disclosure events.
- Ask directly how the person or advisor you’d actually work with is compensated, not just the headline company fee.
- Run any percentage fee through the Financial Advisor Fee Calculator and the Fee Drag Calculator to see the dollar cost over time, not just the rate.
- Bring our questions to ask a financial advisor to the first call.
Bottom line
A flat, AUM-fee-free structure that scales with complexity rather than balance; confirm whether you’re being offered Pro or one of the three named tiers, since planner access is not automatic on the cheapest product.
Sources
- Range pricing page: https://www.range.com/pricing
- Range Form CRS: https://reports.adviserinfo.sec.gov/crs/crs_321969.pdf
- Range Form ADV Part 2A brochure: https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1022828
Methodology. This page was materially reviewed on September 5, 2026. Figures came directly from the company’s own current pricing pages, Form CRS, or Form ADV brochures where noted, with sources linked inline; any figure we could not independently confirm this session is named as such above rather than presented as verified.
Independent analysis based on the reviewed company’s own published pages, pricing, and SEC filings where applicable, cited inline with the date we read them. We have not used any of these services as a client. Nothing here is personalized financial, tax, or legal advice. Companies did not pay for, review, or influence this content. See our Editorial Policy, Corrections, Affiliate Disclosure, and Disclaimer.