Introduction. Range Advisory Inc., (the “Firm” or “Range Advisory ”) was formed in December 2023 to provide financial planning and monitoring services online to clients. The principal owners of the business are Range Finance, Inc. Types of Advisory Services. Range Advisory offers financial planning services by making discretionary and non- discretionary recommendations on a client's financial outlook. Discretionary Services Discretionary services are limited to investment accounts managed by Range Advisory , through its Financial Planners , using one or more Turn-key Asset Management Platforms (TAMPs). Through TAMPs with which Range Advisory has entered into an agreement, Range Advisory , through its Planner s, provides clients with discretionary investment advisory services through the use of asset management strategies or models offered by third party investment advisors (each third-party investment adviser referred to herein as a “TAMP adviser”). TAMP advisers are subject to review by Range Advisory and are subject to future change from time to time. Please consult your Planner for information regarding the available TAMP advisers and their strategies and models. Discretionary investment clients using TAMP services will have access to one or more TAMPs’ fully-integrated platform with a spectrum of investment strategies. Discretionary advisory clients authorize Range Advisory to select TAMP investment strategies (pursuant to investment objectives and strategies chosen by the client). TAMP investment strategies may include investments in mutual funds, ETFs, equities, fixed income securities and other securities or may include sub-advisory services of TAMP advisers. With respect to fund investments, clients are referred to the individual mutual fund or ETF prospectus for the risks associated with each specific fund. Non-Discretionary Services All other Range Advisory services are offered on a non-discretionary basis. Under such customized engagements, Range Planner s offer general advice on clients’ investment objectives based on specific questions or general discussions with the client. This relationship is set out in an non-discretionary advisory agreement between Range Advisory and the client. The Planner obtains the necessary financial data from the client, assists the client in determining the suitability of the advisory services and assists the client in setting the appropriate investment objective. The Planner provides periodic investment advice that is tailored to the individual needs of the client based on the investment objective discussed with the client. This advice may include portfolio construction and optimization advice, as well as advice regarding particular equities (both public and private), bonds, ETFs, mutual funds, and other investments and may include investments held in a client’s brokerage accounts, 529 plan accounts, retirement accounts, such as 401(k) and IRA accounts, and other financial accounts. Range Advisory ’s purpose is to provide guidance to clients in every aspect of their financial well-being. Not only does Range Advisory provide advisory services on portfolio investments, Range Advisory also provides feedback and guidance on credit cards, loans, student debt, housing expenses, insurance, and other financial products

or services. Therefore, while the primary goal of collecting client information is to provide investment advice in a fiduciary capacity to the client, the Firm also utilizes this information to make recommendations about a variety of financial products (e.g. credit cards, loans, insurance products, and investment opportunities) and services that may aid each client in his or her financial journey. As it relates to a client's financial planning needs, where appropriate, Range Advisory may discuss investment-related products offered by third-party companies. Some of the products and services offered by third-party companies are accessible to clients through the Range Advisory platform. Each third-party product or service listed on the Range Advisory platform has its own fee model that is explained to clients up front and determined by the third-party company that is offering the product or service. For instance, ETFs and mutual funds that Range Advisory may discuss with clients charge their own internal management and administrative fees, which are disclosed in each respective fund's prospectus. Range Advisory only recommends products and services that are determined to be in the best interest of our clients. The client always has the right to decide whether to act on recommendations (for example, with respect to insurance products, savings accounts, or student loan refinancing origination services). If a client decides to implement any recommendation, the client may, but is under no obligation to, utilize Range Advisory or one of its Planner s to implement those recommendations. Client Investment Objectives and Restrictions. With respect to both discretionary and non-discretionary advisory services, Range Advisory tailors any advisory services to the individual needs of its clients. When clients join the platform, they undergo a detailed onboarding process in which information about their personal and financial lives are captured to best understand their entire financial picture. Part of this process includes clarifying what their short-, medium-, and long-term goals are when it comes to their money. Clients also add any financial accounts, balances, and details that are relevant to their finances by uploading statements, connecting via securely established API-connections with their financial provider (if made available by their provider), or manually entering the data. Clients are encouraged to ask questions directly within Range Advisory ’s financial platform that are answered by Range Advisory ’s Planner s. Some of these answers may be general recommendations while other answers may be of a more specific nature. Clients may impose restrictions on investing in certain securities or types of securities. With respect to non-discretionary advisory services, clients always have the choice to accept or reject the advice from Range Advisory ’s financial platform and/or its Planner s. With respect to discretionary advisory services, Range Advisory ’s Planner s will be making selections based on information the member shared and the members risk profile. Wrap Fee Program. Range Advisory does not participate in wrap fee programs. Assets under management. As of the date of this Brochure, the Firm manages $27.2M on a discretionary basis and has no non-discretionary assets under management.