At a glance
Alphanso Wealth is a flat-fee, fiduciary wealth advisory platform that combines human advisors with planning and portfolio tools across investments, taxes, estate, cash flow, debt, and insurance. It offers quarterly and annual subscription plans with no AUM fees and lets clients keep assets at existing institutions, with managed accounts custody at Schwab.
Range is an “all-in-one wealth management” platform built for high-income households (often $200k+ income) that blends a tech platform, projections, and a team-based advisor model. It also uses a flat-fee, 0% AUM structure with multiple membership tiers.
Both are registered RIAs, and both emphasize comprehensive planning, but they differ in pricing levels, advisor model, and how they structure “team vs dedicated” advice.
Core positioning
| Feature | Alphanso Wealth | Range |
| Primary focus | Comprehensive wealth advisory (investments + taxes + estate + cash flow) | All-in-one wealth hub for high earners (investing, tax, retirement, cash flow, etc.) |
| Typical user | Individuals/couples with mid–high net worth, often with equity comp & taxes | High-income professionals (executives, tech, founders, doctors) |
| Advisor model | Dedicated fiduciary advisor, relationship-driven and supported across tax, equity, estate, and retirement | Team of specialists (CFP, CPA, tax, equity, etc.), not a single advisor |
| Tech role | Human + Tech: advisor-led decisions powered by proprietary tools and LQMs (data-driven market models) | AI-powered projections, dashboards, and planning modules |
| AUM fees | 0% AUM, 14 days free trial | 0% AUM, no free trial |
| Custody / accounts | Keep assets where they are; managed accounts via Schwab | Aggregates external accounts, managed accounts with third-party |
Alphanso leans into a “relationship + platform” model with one primary advisor per household; Range leans into a “team + platform” model where multiple specialists respond depending on the question.
Pricing and billing
Alphanso Wealth
- Flat-fee tiers with quarterly or annual billing.
- 14-day free trial before any billing starts.
- Lower starting price than Range, so it’s generally the more budget-friendly option.
- Flat-fee tiers with quarterly, annual, and semi-annual billing options (semi-annual is often shown with a 1-year commitment).
- No free trial shown on the pricing page.
- Higher starting price, even though both target similar “high earner/complex” households.
Planning and investment approach
Alphanso Wealth
- Markets itself as a “complete wealth management platform with 0% AUM,” integrating investments, taxes, estate, debt, cash flow, insurance, and goals into one coordinated plan.
- Lets clients keep accounts where they are, with options for DIY, guided, or managed access. Managed portfolios use Charles Schwab as custodian.
- Advisors use proprietary “hedge fund–grade” tools and AI-powered insight to deepen analysis (e.g., tax, equity comp, simulations), but the relationship is framed as advisor-first, tech-assisted.
Range
- Positions itself as “all-in-one wealth management” and a “wealth hub” for high earners, with investment, tax, retirement, cash flow, and real estate all visible in one place.
- Uses advanced algorithms to generate thousands of projections and multiple scenarios across your integrated data, so you can see upside/downside and trade-offs.
- Emphasizes a team-based model: CFPs, EAs, CPAs, equity comp specialists, etc., rather than one dedicated advisor, and 24/7 access via the platform.
Both are fiduciaries and registered investment advisors; both use flat fees and modern tech as a differentiator from traditional AUM-based advisors.
Pros and trade-offs (neutral view)
Where Alphanso may appeal more
- Investors who prefer a single, ongoing relationship with a dedicated fiduciary advisor, rather than rotating across a broader advisor pool.
- Users who value hands-on portfolio construction (including individual stocks, not just ETFs) alongside planning, especially when paired with tax-aware decisions.
- Households that want tax filing included at certain tiers, plus deeper multi-year tax optimization and estate strategy as needs grow.
- Those for whom quarterly billing and a free trial matter (e.g., starting around $400/quarter and having time to validate fit before committing).
Where Range may appeal more
- High-income professionals who like the idea of a “wealth hub” plus a team of specialists instead of one advisor.
- Users who highly value projection tools and scenario modeling as a core part of the experience.
- Households already around or above the $200k income level who are comfortable with higher flat fees in exchange for a team-based setup.
Who might choose which?
You could frame the choice roughly like this:
- If you want a dedicated advisor, lower entry price options, and bundled tax filing/estate help within a flat-fee model, you might lean toward Alphanso Wealth.
- If you want a team of specialists, a very projection-heavy platform, and don’t mind a higher annual commitment, Range may fit better.
In both cases, it’s worth asking each firm directly about:
- How many real touchpoints you’ll actually get per year
- What’s included vs referred out
- How they handle your specific needs (RSUs, multi-state tax, private investments, etc.)