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On-going 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
Charitable Contributions
Tools and Technology
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Contact Us
Schedule Appointment
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NETWORTH PRICING
Calculate your Networth pricing estimate below!
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Are you currently a client of rebel Financial?
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What is your current service level?
rFreemium
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Simple
eRebel
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Gold
If you are currently under our AUM Billing please enter your current AUM with rebel Financial.
Are you receiving service from an advisor not affiliated with rebel Financial.
Yes
Please enter your AUM w/ your current Advisor.
Please enter your fee w/ your current Advisor as a percent.
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Simple/eRebel AUM Calculation
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Silver AUM Calculation
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Gold AUM Calculation
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Current Advisor AUM Calculation
Please enter your total cash balances in Savings or Checking accounts.
Please enter the total value of any Retirement accounts.
Please enter the current estimated value of your Home.
Please enter the median home value inside of your zip code.
Please enter the current balance of your Mortgage.
Please enter the estimated value of your Business. (If Applicable)
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Primary Home Net Worth Billing Value
Please enter the value of any other property or assets you may have.
Please enter the value of any other outstanding debt or liabilities you may have.
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Net Worth Calculation
Your estimated Net Worth
Please enter your current estimated Net Worth.
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Your Net Worth
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Your Current Traditional AUM Fee
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Simple Calculation
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eRebel Calculation
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Silver Calculation
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Gold Calculation
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