Review Time
For the price, I love that it covers nearly everything (tax planning/filing, investments, budgeting/planning, etc). The budgeting features work great for me, more than what I was getting with a standard finance app - I have been doing more in depth planning and projections. Rai (the AI) has been able to answer a lot of my questions as well, but glad to know there are humans available just in case.
I can honestly say Range has made a big difference for me. Money stuff can feel overwhelming, but they break it down in a way that actually makes sense and feels manageable. I feel a lot more confident and in control of my finances now, which is huge.
I've been with Range since 2024 and for the most part have had a solid experience.Pros:- I really like the team approach. There are multiple experts that understand my situation deeply. I thought i wouldn't like this when I signed up, but it turned out to be way better than expected- their services include personal taxes. I was a client at another brokerage and would never get advice on taxes or estate planning- the fee is flat- they introduced AI a year ago and its very intuitive and really goodCons:- the account connections can be better, though I'm not sure who is responsible for that. Either way, could be better- they say they're all in one but they don't file business taxes- i have assets in India but they don't provide advice on international accounts
I did my on- line 30 min call with Dylan. He has had some bad reviews… and I can see why. It didn’t seem like he cared about my business. Plus, I’m not a fan of a 1 year upfront payment. The y have 3 stars and others have 4.8 stars like FACET, Lear Capital, etc. I’ll definitely pass on RANGE for sure.
The investments platform is weak. It doesn't show enough detail to be useful. If you have different brokerage accounts, this platform doesn't bring them all together in a way that you can use it. You still have to go to each brokerage site to see information that is useful for an investor. I wish I didn't spend the money for this service.
For the price, I love that it covers nearly everything (tax planning/filing, investments, budgeting/planning, etc). The budgeting features work great for me, more than what I was getting with a standard finance app - I have been doing more in depth planning and projections. Rai (the AI) has been able to answer a lot of my questions as well, but glad to know there are humans available just in case.
I've really enjoyed working with Range. I started about a year ago when I was trying to really start learning about my finances and didn't want to pay an AUM fee to a financial advisor. Range has helped me with my decision to let go of a Variable life insurance policy, helping me understand how the money I invested into the policy would go much farther in a brokerage account invested into the market and has also given me a retirement analysis that helps me understand how to save towards my goals. I wish that they were a little bit faster at responding with analyses (sometimes up to 4 weeks), but the value is incredible and I'm happy with my experience so far.
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