RangeReviews of range.com

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.

Our experience with Range has been very positive. They’re patient and responsive, and provide great peace of mind when questions come up or entertaining what-if scenarios. You’re paying for human advice, not AI, so we’re completely ignoring “Range AI” as an offering (not sure why someone would choose to ask AI for a potentially wrong answer, instead of just asking a licensed advisor you’re already paying for, but I guess everyone is trying to figure out how to leverage AI these days)

The biggest value I get from range is the organization of all my accounts, and having access to professionals that can give advice based on my specific situation. The platform is easy to work with if you have accounts that are able to maintain live connections. Human advice is most valuable and has been useful. The AI tools are generally helpful but not sufficient so glad they still have people to work with as well. I'll revisit this review if that changes, but for now, it's working great

I've been really happy with how Range has guided me through a host of challenges my growing family is facing, including getting life insurance, buying a house, getting home owners insurance, and saving for college. Highly recommended!

Has been an excellent first 9 months working with range as an all in one wealth management, tax planning, and financial consultant support. I was reluctant to get a CFP for years and I so regret not doing this sooner.

Paid $5k for the membership, but regrest it. (1) The web app is incredibly buggy, or slow, if its working at all. (2) The annalysis the application provides is superficial at best, but worse its usually wrong. Range.AI (its beta, but still) is comically wrong in its advice/analysis. (3) I had my onboarding call, and weeks have gone by without an analysis, plan or contact by an advisor.

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.

Paignton store staff are exceptional. So helpful. Highly recommend.