Range seems convenient. They watch all things financially for you. They have a nice dashboard that connects it all. That's where it stops. There financial advisory team is terrible. I've lost more money due to there lack of guidance. They are supposed to be a fiduciary - I haven't heard from an advisor in over 8 months and this is all with the current tariff market volatility. On the tax side they are even worse. They advised me on setting up an LLC and the instructions were completely wrong. This February they did a preliminary review of my taxes. I was glad to see I was getting a significant refund. When they finally completed my taxes, we discovered they'd made a mistake and it reduced my refund by $40k! They owned up to making the mistake, but not once did anyone reach out or offer an apology. Tax planning was the top reason I signed up and they couldn't even get estimates correct.
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