# Range

Range is a RIA based in United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** United States
- **Region:** North America
- **Founded:** 2021
- **Assets under management:** Undisclosed
- **Website:** www.range.com
- **LinkedIn:** https://www.linkedin.com/company/rangesd

## About

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.

## Sectors

- FinTech

## People

- 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

## 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.

## Related profiles

- [Range Rock Capital](https://altss.com/profile/range-rock-capital)
- [Rangeenroute](https://altss.com/profile/rangeenroute)

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Last updated: 2026-08-11T15:07:57.118Z

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