BETA
One of our guiding principles is to help more people excel with their resources and to assist in reducing income and wealth inequality. rFreemium is our attempt to provide more advice and tools directed towards helping people when it’s unaffordable to be on our paid plans. See all of our services.
You'll be able to see all of your accounts in one place and any external account through the use of your rFPW
Since you are a rebel client through rFreemium, you will be more protected against data miners trying to get your external information.
You can track your spending and create budget plans
Create simple goals based planning and have the ability to create reports based on your planning
The ability to use an investment management service or a robo advisor. This will take place of a financial advisor
Coming soon: Automated AI Advisor
Our rebel Financial Personal Website (rFPW) is rebel’s online hub, where you can keep track of your accounts, set budgets, store documents, and create financial plans online! This is our main high-tech portal for you to be able to organize your information. Watch this video to see what you will have access to.
Find out what you can expect when signing up for rFreemium and what steps you will need to take once the signup process has been completed.
When rFreemium launches, we will roll out groups of 25 participants based on when you sign up.
If you are interested in becoming a beta tester, your services will be rolled out first in a soft launch.
After everything is finished and rFreemium becomes available, we will start to roll out your financial process little by little.
After signing up, you will sign a client agreement with rebel Financial showing that you acknowledge our services.
You will be sent your login credentials to build out your rFPW. Learn more about the rFPW here.
You will receive questionnaires for Riskalyze, Ethos, and Investment Personalities that you will need to fill out.
You will gain access to our library of our rFPW videos that will guide you through the process of setting everything up.
After signing up for rFreemium, upgrading will be easy. Just let us now what tier you’re wanting to start out as! Check out our pricing or let us know you want to upgrade.
Financial plans are always completed by Certified Financial Planners (CFP) who all have at least a BA/BS and we require at least 60 hours of continuing education per year.
As a smaller company, freed from the bureaucratic gridlock of most large institutions, we implement the newest technology years before most of our competitors to build your plan with the best available tools.
We take the additional care and liability to manage your investments with discretion, which means that we make changes to your accounts when they need to be rebalanced, without bothering you, and we take personal responsibility rather than asking our clients to rubber stamp every decision to avoid responsibility.
Fee-only means that we only accept compensation from our clients and do not accept compensation from 3rd parties and, as a fiduciary, we always represent our client’s best interests 1st.
Whether you want a one-time fee for advice/plan or want to hire us for the long-term, you are free to choose from multiple plans under either arrangement that fits your particular need.
We are open and transparent in our pricing. We disclose our fees and help our clients to understand their total costs so they can accurately judge the value of our services.
rebel Financial is a truly independent financial firm that specializes in investment management and financial planning, dedicated to serving the best interests of our clients above all other considerations. √ All CPF Advisors. √ We are “Fee-Only”. √ Always a Fiduciary to clients.
rebel Financial is a Registered Investment Advisor that provides retirement planning, estate planning, financial planning, and investment management services to individual and institutional clients. To get a more detailed description of the company, its management, and practices, view our (form ADV, Part2A) and Disclosures.
Fiduciary & Fee-Only Financial Advisors and Planners
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