What Range offers

Range is a flat-fee financial advisory membership for high earners. Its public pricing page separates plans for wealth management, tax projections, and personal tax filing. Range says its Titanium tier includes personal filing, while its tax FAQ says it does not currently file business returns. Read the current plan terms carefully; service details and fees can change.

AE Tax Advisors publishes this page and appears below. This is an editorial shortlist based on service fit, not an independent ranking.

Alternatives worth comparing

1. AE Tax Advisors

Consider AE Tax Advisors when entity-level business taxes, real estate depreciation, prior-return review, and coordinated tax implementation drive the decision. It publishes advisory and filing prices. Investment management is outside the core tax engagement, so investors who need portfolio management should compare that separately.

2. Facet

Facet is a flat-fee financial planning membership that covers investments, retirement, insurance, tax planning and filing offerings. It may fit a household seeking a CFP-led financial roadmap. Verify the service tier and the exact tax filing scope before signing.

3. A specialist real estate CPA

If rental property tax positions are the hard part, compare Hall CPA and Keystone CPA. Ask about property basis, passive losses, cost segregation, entity returns, and who prepares the final filings. These firms are closer substitutes for tax work than for portfolio management.

4. Keep Range and add a business CPA

Range may remain a fit for investment and household planning while a separate CPA handles business returns. If you use two providers, establish who owns projections, estimated payments, depreciation schedules, and year-end data exchange. This can be better than switching everything for one uncovered service.

Where the choice turns

Scope signals from current public pages; confirm in each written engagement.
NeedAsk RangeAsk alternatives
InvestmentsWhich assets and accounts are managed under your tier?Does the provider manage assets, advise only, or refer out?
Tax planningWhich projections and written recommendations are included?Who prepares the plan, and how is it implemented?
Personal filingIs filing included in this tier, and which states or schedules cost extra?Which returns and schedules are in the quote?
Business filingWho will file entity returns if Range does not?Can the same tax team handle entity and owner returns?
Real estateWho coordinates cost segregation and passive loss positions?Does the firm prepare the study, Form 3115, and related return?

Use the direct comparison too

For a narrower, side-by-side decision, read Range vs AE Tax Advisors. That page stays separate from this broader alternatives guide.

Sources: Range plans, Range business-filing FAQ, Facet services, and AE Tax Advisors pricing. Reviewed September 28, 2026.

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