Switching from Range to Mezzi: What Changes?

Updated September 25, 2026.

If you are considering moving from Range to Mezzi, first identify which responsibilities you would take back. Mezzi can support ongoing financial questions and monitoring, but it does not replace managed trading, tax filing, or every professional service in a Range membership.

The transition can make sense for someone who wants to remain self-directed and mainly needs account-connected guidance. It can be a poor fit for someone whose main reason for using Range is to delegate implementation or coordinate complex professional work.

This guide focuses on the switching decision. For the full current plan comparison, see Mezzi versus Range: pricing and services.

Method: Mezzi publishes this article. It draws on our inspection of Mezzi's application and Range's official service and pricing descriptions, checked September 24, 2026. We have not tested Range's client service or reviewed your agreement. The scenarios below are illustrative, not customer stories.

Start with the services you actually use

A subscription name does not tell you which parts of your financial life depend on it. List what happened during the last year: portfolio changes, retirement work, tax projections, filing, equity-compensation decisions, and document preparation. Include work you asked for but did not complete.

Then separate three categories: information you want to see, advice you want to discuss, and actions someone performs for you. Mezzi may address the first two while leaving implementation to you. Range offers professional and managed services under its relevant plans and agreements. Range services

This exercise can reveal two very different situations. One household mainly wants a place to ask questions between occasional CPA meetings. Another relies on its service to coordinate a tax return and manage investments. The same lower subscription price does not have the same meaning for both.

What can move to a Mezzi workflow?

Mezzi can bring investments, banking, other assets, and liabilities into a financial picture you can discuss. Checking, savings, credit cards, and manually recorded property values can matter alongside brokerage and retirement accounts.

AI Personalization lets you record the context you want considered: goals, preferences, expected changes, and the way you want guidance communicated. That can help keep a recurring discussion grounded in your household rather than starting each conversation from a generic question.

Exposure X-Ray helps you investigate underlying investment concentration in supported funds. Paid-plan Delegations support ongoing monitoring, subject to the plan's active-task limit. Saved context and active monitoring are separate; verify that the task you want is configured.

These capabilities can support a self-directed routine: review the data, ask about a decision, inspect assumptions, consult a professional where needed, and implement through the appropriate institution. They do not make Mezzi responsible for placing trades or filing returns. Mezzi's account-group update, Mezzi plans

What needs a separate replacement or handoff?

Range's current plans distinguish these services. Premium includes investment/retirement services; Platinum adds planning work including tax projections and equity compensation; Titanium adds defined filing services. Document creation is not the same as bespoke legal representation, and filing scope is not unlimited. Range pricing and service limits

The checklist is not a reason to stay with a service you no longer need. It is a way to avoid leaving work unassigned while changing the software or professional relationships around it.

Compare the complete annual cost

At the prices reviewed, Mezzi Advisory is $399 annually and Concierge is $999. Range's visible pricing lists Premium at $3,950, Platinum at $5,950, and Titanium at $12,500. The services differ materially. Mezzi pricing, Range pricing

A useful personal comparison is:

New total cost = Mezzi subscription + retained professional services + any new implementation or investment costs.

For example, someone who keeps a separately engaged CPA should include that fee on both sides if it remains unchanged. Someone replacing an included filing service should add the replacement quote to the new arrangement. Do not subtract a membership fee and call the entire difference savings before checking the work it covered.

Your own time matters too. You may prefer to spend it making decisions, or you may value having defined work handled. Neither preference is inherently better. The question is whether the new arrangement matches the responsibilities you actually want.

Range's own advisory fee is flat rather than a standard 1% AUM charge. Its disclosures also identify possible third-party and investment expenses. Use actual agreements and quotes instead of a generic advisor-fee assumption.

A hypothetical replacement-cost calculation

Suppose someone comparing Range Premium with a self-directed arrangement has a separate quote of $1,800 per year for the professional work they still want, and would choose Mezzi Advisory at $399. The proposed annual total is $2,199. Compared with the listed $3,950 Premium membership, the fee difference is $1,751.

The $1,800 figure is an invented example for arithmetic, not a market quote or a claim about a provider's fee. More importantly, the calculation is meaningful only after confirming that the proposed professional scope covers the work the person needs. It excludes any additional investment costs and assigns no dollar value to their time.

If the replacement quote does not cover an essential service, add that service before comparing. If an existing professional fee would remain under either arrangement, include it on both sides.

A sensible evaluation sequence

1. Test the financial picture before changing services

Start by connecting the relevant accounts in Mezzi and checking the information against institution records. Confirm balances, ownership, and the data needed for your question. Add other assets and liabilities where appropriate, keeping manual values clearly identified.

An account appearing in the app does not mean every tax lot or transaction is available. If the decision depends on information that is missing, supply or verify it before relying on the analysis.

2. Carry over context, not just balances

Write down your goals, upcoming obligations, cash-reserve preferences, and investment constraints. Put appropriate context into AI Personalization. Keep source documents and professional advice where you can retrieve them; a summary is not a substitute for the underlying record.

Choose one real decision to evaluate. Ask the assistant to explain its assumptions and alternatives. Do not test quality solely by whether it agrees with an answer you already prefer.

3. Assign implementation and professional work

Identify who will do each action after a discussion. That might be you at your brokerage, a tax preparer, or an attorney. Where a decision needs professional review, arrange that review before an implementation deadline arrives.

If you use Delegations, confirm what each monitors and whether it is active. A notification is useful only when someone knows what to do with it and checks the relevant details.

4. Review the existing engagement before ending it

Check the actual cancellation, billing, account-management, and deliverable terms in your agreement. Identify incomplete work and preserve records you need. This article does not establish Range's cancellation terms for your account or recommend a particular asset transfer.

Changing an advisory relationship, moving assets, and selling investments are separate actions. Do not assume that trying a new analysis tool requires all three. Resolve the implications with the relevant institutions and professionals before taking an irreversible step.

When keeping Range may be the better choice

Range may remain the better fit if you value its professional team, use its managed services, or need the coordinated work in your plan. A complex year with substantial implementation demands may make service continuity more valuable than a lower software cost.

Mezzi is more compelling when you want to retain responsibility and mainly need clearer, ongoing guidance from your financial picture. That is a positive choice to become or remain self-directed, not merely a reaction to the price of another service.

You can also evaluate Mezzi while maintaining existing professional relationships. Define the separate role it serves. Avoid paying for overlapping services indefinitely without checking whether each has a recurring purpose.

Questions about switching

Do I have to move investments to try Mezzi?

Mezzi connects to existing accounts for analysis. It does not require you to transfer investments into Mezzi custody. Availability and data detail depend on your institution and connection.

Will Mezzi take over trades or tax returns?

No. You need to retain or assign those responsibilities separately. Paid advice and coaching do not imply discretionary trading or tax preparation.

Should I cancel Range before trying Mezzi?

Evaluate the new workflow and clarify ongoing responsibilities first. Your agreement determines cancellation and billing terms, and unfinished professional work may need a handoff.

Is the subscription difference my expected savings?

Not necessarily. Include replacement professional services, investment costs, and the work you will take on. The subscription difference is only one part of the comparison.