Updated:
Range
Range is an all-in-one wealth management platform that provides modern financial advice for investing, taxes, retirement, cash flow, and real estate.
Range
Range is an all-in-one wealth management platform that provides modern financial advice for investing, taxes, retirement, cash flow, and real estate. Range Advisory, LLC is an SEC registered investment adviser offering transparent flat-fee pricing and 0% AUM on advisory services. The firm is designed for high-income earners and combines credentialed advisors with AI tools and a tech-forward dashboard.
General information
Firm type
RIA
Year founded
2021
Location
Region
North America
Country
United States
Principals
Fahad Hassan
CEO & Co-founder
David Cusatis
Chief AI Architect & Co-founder
Meg Rose
VP Engineering
Taresh Batra
Chief Investment Officer
Steve Kim
VP Finance
Gareth Barendse
VP Operations
Danielle Alcide
Senior Financial Planner, CFP®
Sam Swenson
Head of Tax, CFP®, CFA, CPA
Yosef Ghebray
Senior Financial Planner, CFP®
Jeff Lopez
Financial Planner, CFP®, CPA
Sector focus
Frequently asked questions
How does Range price its services?
Range charges a flat membership fee across three tiers — Premium, Platinum, and Titanium — rather than the traditional percentage of assets under management. Pricing is publicly listed on the firm's website. The tier a member needs is determined by tax complexity, not portfolio size.
Who provides advice to Range members?
Members are served by a team of specialists that can include Certified Financial Planners, IRS Enrolled Agents, CPAs, and equity compensation specialists. The firm states that advisors have previously worked at institutions such as JP Morgan, Goldman Sachs, Vanguard, UBS, and Credit Suisse. Range's structure means a member consults different specialists depending on the financial question.
What type of client typically uses the Titanium tier?
Range's Titanium tier is designed for members with complex international tax situations, taxes in more than three states, or over five K-1s. The tier includes all Platinum services plus handling of those complex tax situations.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
Need institutional-grade insight on investors?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: