Welcome to Your Personalized Service Recommendation!

Based on your answers, we recommend: eRebel

Why eRebel?

The eRebel service is ideal for tech-savvy individuals who prefer managing their finances online with minimal advisor interaction. Here’s what you can expect:

Advisor Access:

Assignment of a Financial Coach with access to tenured financial advisors for complex advice.

Meetings per Year:


Limited access to rF investment strategies, models, and tax optimization strategies.

Investment Management:

Informal advice with limited access to various planning tools.

Financial Planning:

Limited access to investment aggregation reporting, digital estate planning, and other net worth services.

Ancillary Services:

Next Steps

While our questionnaire provides a helpful starting point, it's important to discuss your specific situation with one of our expert advisors to ensure you are matched with the perfect service.

Thank you for using our service recommendation tool! We look forward to helping you achieve your financial goals.

Have questions? Reach out to us at [contact information] and we'll be happy to assist you.

Learn more about the features and benefits of eRebel by visiting our detailed service page.

Click below to book a meeting with one of our advisors.

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Please note that this recommendation is a preliminary assessment based on the information you provided. A detailed discussion with a professional advisor is necessary to ensure the service chosen aligns perfectly with your financial goals and needs.


Monthly Starting Fee



• Everything in Simple
• Tax managed/sensitive portfolios
• Expanded access to rFPW
• 1-2 web/video review meetings per year
• Online document storage
• Discounted access to planning services
• Assignment of Support Financial Advisor
• Ability to upgrade or downgrade service level