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Novak Financial Partners vs. Range
Compare advisor relationships, pricing, technology, and services across Novak's two-CFP® practice and Range's team-based wealth-management platform.
Novak's pricing is based on whether a household is accumulating wealth or approaching or navigating retirement. Both plans include comprehensive planning, investment management, and a direct relationship with one of the practice's two CFP® professionals. Advisory services are offered through Core Planning LLC.
Range is a larger, technology-driven wealth-management platform offering Premium, Platinum, and Titanium memberships from $3,950 to $12,500 annually. Clients get access to a team of CFP® professionals and CFA charterholders, supported by Range's proprietary AI tools. Range's three membership tiers expand the available planning, tax, estate, and investment features as pricing increases.
Side-by-side comparison
| Feature | Novak Financial Partners | Range |
|---|---|---|
| Price | $4,000 or $6,000 per year, flat | $3,950 (Premium), $5,950 (Platinum), or $12,500 (Titanium) per year |
| Asset minimum | None | None stated |
| Advisor relationship | Direct relationship with one of the practice's two CFP® professionals | Access to a team of CFP® professionals and CFA charterholders, with access to CPAs at Platinum and Titanium |
| Planning and investment management | Comprehensive planning and investment management included | Comprehensive planning and investment management included at every tier; certain specialized services vary by tier |
| Tax and estate services | Tax planning and outside-professional coordination; no return filing or document drafting | Strategic tax planning and estate document creation at Platinum; tax filing added at Titanium |
| Technology | Established third-party planning and investment tools | Proprietary digital platform with AI-supported planning tools at every tier |
Which one fits you?
Novak may fit you if…
- ✓You want one CFP® professional to remain your primary advisor
- ✓You want meetings scheduled as planning needs arise
- ✓You want comprehensive planning, including tax and equity-compensation planning when applicable, without selecting among feature-based tiers
- ✓You prefer a relationship led by your advisor and supported by established third-party technology
Range may fit you if…
- ✓You prefer working with a multidisciplinary team rather than one primary CFP® professional
- ✓You prefer a proprietary digital platform with AI-supported tools
- ✓You want tax projections and estate-document creation through the Platinum tier
- ✓You need the tax-filing or expanded alternative-investment services available through Titanium
Frequently asked questions
How do Novak's and Range's fees compare?
Novak charges $4,000 for households accumulating wealth and $6,000 for households approaching or navigating retirement. Range charges $3,950 for Premium, $5,950 for Platinum, and $12,500 for Titanium. The plans are not directly equivalent. Because Novak bases pricing on financial stage while Range bases pricing on service tier, a household accumulating wealth may compare Novak's $4,000 plan with either Range Premium or Range Platinum depending on the services it needs.
What is the primary difference between Novak and Range?
Both offer flat-fee financial planning and investment management. Novak clients work directly with one of the practice's two CFP® professionals, who use established third-party planning and investment technology. Range provides access to a multidisciplinary team through its proprietary digital platform and AI-supported tools, with certain services expanding across three membership tiers.
Does either firm require an asset minimum?
Novak has no asset minimum, and Range does not state one. Both charge flat annual fees rather than fees calculated as a percentage of managed assets.
Does Novak or Range prepare tax returns?
Novak provides tax planning and coordinates with your own CPA but does not prepare or file tax returns. Range offers strategic tax planning starting at its Platinum tier, with tax filing added only at its Titanium tier.
Disclosure: Novak Financial Partners created this comparison and has a financial interest in prospective clients considering our practice. Novak Financial Partners is not affiliated with, and this page is not endorsed by, Range. Fees for Range are based on publicly available information reviewed as of September 4, 2026. Actual fees may vary based on account size, services, negotiation, household complexity, and other factors. Prospective clients should review Range's current Form ADV and advisory agreement.
Curious how Novak fits your situation?
Book a free 30-minute intro call to learn how we work and see whether Novak may be a good fit.
Schedule a Free Intro CallFlat annual fee. No asset minimum. Serving clients nationwide from Carbondale, IL.