Grandfathered Pricing Page - rebel Financial

GRANDFATHERED PLANS AND PRICING

Our Subscription-Based Services

Our on-going client-based services for consistent management and continuous service

$ 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

$ 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

$ 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

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$ 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

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Our Fee Schedules

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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