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rebel Fjord: Manage Held-Away Accts
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Investment Management
Financial Planning
Retirement Planning
Business Services
College Planning
Tax Planning/Preparation
Estate Planning
Special Needs Planning
Employer Plans
Pricing
Client Corner
Schedule Review
Schedule Onboarding
rebel Fjord: Manage Held-Away Accts
rFortify – Identity Protection
Tax Preparation
Estate Planning
Everplans -Estate Planning Portal
Affinity Partners
Instructional Videos
Account Actions
About Us
Team
The rebel Difference
Investment Philosophy
4Advisors Organization
Tools and Technology
Charitable Contributions
Disclosures
Contact Us
Schedule Appointment
Referrals
Vendor Information
Our Events
Blog
Main
News
Planning
Education
Investment
Special Needs
Proxy Voting
Webinars
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GRANDFATHERED PLANS AND PRICING
Watch Our Plans and Services Demo
Look At Our Prospective Client Brochure
Our Subscription-Based Services
Our on-going client-based services for consistent management and continuous service
Simple
rebel Client
$
50
Monthly
Manage Investments Directly
Access to rFPW
Get your "foot-in-the-door" plan
1 Meeting per Year
Assignment and access to a Financial Coach
Seamlessly upgrade to our other service levels
Learn More
eRebel
rebel Client
$
100
Monthly
Manage Investments Directly
Tax managed/sensitive portfolios
Expanded access to rFPW
More active, on-going financial advice
1-2 Web/Video Review Meetings per year
Online document storage
Discounted access to planning services
Assignment of a Support Financial Advisor
Ability to upgrade and downgrade service level
Learn More
Silver
rebel Client
$
150
Monthly
Manage Investments Directly
Tax Loss/Gain Harvesting
Complete access to rFPW
24/7 Access to financial advice
1-4 OnDemand Meetings Yearly
Assignment of an Associate Financial Advisor
Online document storage
Management of "held away" assets
Student Loan Optimization included
Access to "light" financial planning
Greater credit towards tax and estate planning services
Completely fluidity upgrading to Gold
Top
Learn More
Gold
rebel Client
$
250
Monthly
Manage Investments Directly
Tax Loss/Gain Harvesting
Maximum rFPW with comprehensive planning
24/7 Access to financial advice
Unlimited OnDemand Meetings Yearly
Assignment of a Lead Financial Advisor
Access to Senior Financial Advisors, as needed.
Online document storage
Management of "held away" assets
Student Loan Optimization included
College Selection and Funding Plan included
Comprehensive Financial Planning
On-going financial plan updates & implementation assistance
Maximum credit towards tax preparation and estate planning services
Save
Learn More
Our Fee Schedules
Primary Custodians
All Other Custodians
rF Personal Website (rFPW)
rF Investment Portal (rFIP)
Altruist
AXOS
Carefull
Everplans
Fidelity
Flourish Cash
Interactive Brokers
MaxMyInterest Cash
Nationwide
rF401k/Go-Retire
rF TaxDome Portal
Schwab
Securitize
TIAA CREF
