EP
CFP
EP
CFP

Emily Elizabeth Platt

6 Years of Experience
Areas of Practice
Retirement PlanningTax PlanningEstate PlanningEducation PlanningFinancial Planning & CoachingInsurance PlanningHigh Net Worth
Compensation
N/A
Firm Size
25 advisors
Number of Clients
224 clients
Average Client Portfolio
$646K average
Assets Under Management
$144.7M

Fee Structure

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Location

12435 Park Potomac Avenue, Suite 500, Potomac, MD, 20854

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Range Advisory, LLC
September 2025 - Present · 5 mos
Previous Registrations
Wealthspire Advisors
January 2021 - September 2025 · 4 yrs 8 mos
Wealthspire Advisors
July 2019 - December 2020 · 1 yr 5 mos
State Registrations4 states
NYPATXVA
Advisor
Exams
No exam information available for this advisor.