Plans and Pricing

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

Starter / Do It Yourself (DIY)

freemium

Monthly Starting Fee:

Includes:

Spending Insights

Budgeting

All Accounts, One View

Plan Goals

Financial Reports

Exclusive Blogs

Client Site

Seamless Upgrade

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Freemium+

Monthly Starting Fee:

$0+

Includes:

Direct rF investment management of all accounts including 401k

Access to portal showing investment performance (rFIP)

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Advisor/partner Driven

Simple

Monthly Starting Fee:

$75*

Includes:

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

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eRebel

Monthly Starting Fee:

$150*

Includes:

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

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Silver

Monthly Starting Fee:

$208*

Includes:

Everything in eRebel

Complete rFPW access

1-4 OnDemand meetings yearly

Assignment of Associate Financial Advisor

Management of held away assets

Student loan optimization

Access to "light" financial planning

Greater credit towards tax and estate services

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Gold

Monthly Starting Fee:

$292*

Includes:

Everything in Silver

Unlimited OnDemand meetings yearly

Access to Senior Financial Advisor as needed

College Selection and Funding Plan

Comprehensive Financial Planning

On-Going financial plan updates & implementation

Maximum credit towards tax prep and estate services

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+ Our Freemium+ Fees are determined by your total AUM (accounts we manage for you), but start at 1%/yr.

*Our Advisor Driven Fees are determined by your total Net Worth and service level selected.

Calculate your estimated fees below with our Net Worth Calculator, or chat with an Advisor to go over the process in more depth.

Freemium

Simple

eRebel

Silver

Gold

Staff, Expertise, & Time Entitlement

Servicing Advisor

No assignment nor access to a Financial Advisor or Coach, but you may reach out to our support staff for administrative questions/assistance

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Assignment of a Financial Coach

Support Advisor as Servicing Advisor + Enhanced service team

Associate Advisor as Servicing Advisor, with support team

Lead Advisor as Servicing Advisor, with comprehensive team

Advisor Access

There are no meetings included unless you’d like to discuss upgrading to one of our other service levels

Tenured Financial Advisors, are available to assist Coaches when necessary

Access to Lead Financial Advisors, as needed, for more complex advice

Access to Senior Financial Advisors, as needed, for specialty planning

Meetings per year

0

1

2 3-4

4+

White Glove Data Curation

N/A

Onboard to In-house Accountant

N/A

Founder Drop-ins

N/A

Platform Access & Features

rFPW / eMoney Portal & App

rFIP / Advyzon Portal & App

Freemium+

TaxDome Portal & App

N/A

OnRamp/DA/Crypto Access

N/A

Digital Estate Portal / Everplans

N/A

Investment Management & Access

Access to most rF Investment Strategies Models

Freemium+

Access to Advanced rF Investment Strategies Models

N/A

Ability to have Custom Investment Strategies Built

N/A

Basic rF Quarterly Reporting + Custodial Monthly/Qtrly Reports

Freemium+

More Detailed & Customized rF Reports & Analytics

N/A

Fjord (Lvl 2)¹

Freemium+

Fjord (Lvl 3)

N/A

Ability to enhance portfolios w/Tax Optimization Strategies/Programs

N/A

Ability to Customize Tax Loss Harvesting Strategies

N/A

Financial Planning

Financial Planning Level

We do not provide planning or investment advice at this service level; we only manage any applicable investment accounts you’ve opened through us per your risk tolerance and stated goals/objectives.

Informal/Verbal/Simple Financial Advice and Calculators

Simple Goal-based Modular Planning

Comprehensive Goal and Cashflow Financial Planning

Basic College/EDU Planning

N/A

College Selection and Funding Plan

N/A

Student Loan Optimization & Planning

N/A

Cashflow Planning

N/A

Major Purchase Planning

N/A

Liability Planning and Optimization

N/A

Risk/Insurance Planning

N/A

Tax Planning

N/A

Retirement Planning

N/A

Income Planning

N/A

Estate Planning

N/A

Charitable Planning

N/A

Complex Niche Planning

N/A

On-Going Financial Plan Updates & Implmentation

N/A

Cash Management & Insurance

rF Cash: MMI

N/A

rF Cash: Flourish

Freemium+

Brokered CDs & Other Brokerage Fixed Income Strategies

Freemium+

Commission-Free Guaranteed/Indexed/DIA Annuities

N/A

Commission-Free Variable, GMIB, GWBL Annuities

N/A

Tax Services

Tax Preparation

N/A

Personal Tax Planning / Holistiplan

N/A

Business/Complex Tax Planning: Holistiplan + InsteadPro¹

N/A

ProtectionPlus & Audit Defense²

N/A

Estate Planning

Estate Modeling & "What-Ifs"

N/A

Estate Plan Preparation¹

N/A

Estate Planning Portal / Everplans

N/A

Charitable Planning

N/A

Estate Settlement & Assistance^ф1

N/A

Business Services

rF Cash: Flourish for Business

rFBiz+

401k/Pension Setup¹

rFBiz+

Business Planning & Strategy

N/A

Basic Business Valuation

N/A

Bookkeeping¹

N/A

Payroll¹

N/A

Business Tax Planning¹

N/A

Business Tax Preparation¹

N/A

Additional Networth Services

rFortify / Carefull / ID Theft Protection & Monitoring

N/A

Real Estate Consulting/Advice

N/A

Cyber Security & IT Support^ф

N/A

Base

Enhanced

Comprehensive

¹ Services that are in development and/or Beta.

² Available if you have an investment account managed by rF

^ф Service/product under development

Plans and Pricing

Starter / Do It Yourself (DIY)

Advisor/partner Driven

+ Our Freemium+ Fees are determined by your total AUM (accounts we manage for you), but start at 1%/yr.

*Our Advisor Driven Fees are determined by your total Net Worth and service level selected.

Calculate your estimated fees below with our Net Worth Calculator, or chat with an Advisor to go over the process in more depth.

Freemium

Simple

eRebel

Silver

Gold

Staff, Expertise, & Time Entitlement

Servicing Advisor

No assignment nor access to a Financial Advisor or Coach, but you may reach out to our support staff for administrative questions/assistance

Assignment of a Financial Coach

Support Advisor as Servicing Advisor + Enhanced service team

Associate Advisor as Servicing Advisor, with support team

Lead Advisor as Servicing Advisor, with comprehensive team

Advisor Access

There are no meetings included unless you’d like to discuss upgrading to one of our other service levels

Tenured Financial Advisors, are available to assist Coaches when necessary

Access to Lead Financial Advisors, as needed, for more complex advice

Access to Lead Financial Advisors, as needed, for more complex advice

Access to Senior Financial Advisors, as needed, for specialty planning

Meetings per year

0

1

2

3-4

4+

White Glove Data Curation

N/A

N/A

N/A

Onboard to In-house Accountant

N/A

N/A

N/A

N/A

Founder Drop-ins

N/A

N/A

N/A

N/A

Platform Access & Features

rFPW / eMoney Portal & App

rFIP / Advyzon Portal & App

Freemium+

TaxDome Portal & App

N/A

OnRamp/DA/Crypto Access

N/A

Digital Estate Portal / Everplans

N/A

N/A

N/A

Investment Management & Access

Access to most rF Investment Strategies Models

Freemium+

Access to Advanced rF Investment Strategies Models

N/A

N/A

Ability to have Custom Investment Strategies Built

N/A

N/A

Basic rF Quarterly Reporting + Custodial Monthly/Qtrly Reports

Freemium+

More Detailed & Customized rF Reports & Analytics

N/A

N/A

N/A

Fjord (Lvl 2)1

Freemium+

Fjord (Lvl 3)

N/A

Ability to enhance portfolios w/Tax Optimization Strategies/Programs

N/A

N/A

Ability to Customize Tax Loss Harvesting Strategies

N/A

Fjord (Lvl 2)¹

Business/Complex Tax Planning: Holistiplan + InsteadPro¹

ProtectionPlus & Audit Defense²