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Plans and Pricing

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

Watch Our Plans and Services Demo
View Our Prospective Client Brochure

Starter / Do It Yourself (DIY)

freemium
Monthly Starting Fee:
$0
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. 
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  • Title & Description

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

They cannot provide you Investment, planning, or tax advice

Assignment of a Financial Coach

Support Advisor as Servicing Advisor + Enhanced service team

Servicing Advisor + Client Service Specialist

Associate Advisor as Servicing Advisor, with support team

Servicing Advisor + Relationship Advisor + Client Service Specialist

Lead Advisor as Servicing Advisor, with comprehensive team

Servicing Advisor, Relationship Advisor, Paraplanner, Tax Professional, Client Service Specialist

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

I.E. you email/call when things come up or you have questions/needs

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

N/A

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

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

N/A

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

N/A

Retirement Planning

N/A

Income Planning

N/A

N/A

Estate Planning

N/A

Charitable Planning

N/A

N/A

Complex Niche Planning

Stock Options, RSU’s, Phantom Stock, etc. & NQ Deferred Compensation

N/A

N/A

N/A

On-Going Financial Plan Updates & Implmentation

N/A

N/A

Cash Management & Insurance

rF Cash: MMI

Institutional access to MaxMyInterest, Flourish, Betterment, &
enhanced yield through brokerage as well as other commission
free fixed income, liquid products

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

N/A

N/A

Business/Complex Tax Planning: Holistiplan + InsteadPro1

N/A

N/A

N/A

ProtectionPlus & Audit Defense2

N/A

Estate Planning

Estate Modeling & "What-Ifs"

N/A

N/A

N/A

Estate Plan Preparation1

N/A

Estate Planning Portal / Everplans

N/A

N/A

Charitable Planning

N/A

N/A

Estate Settlement & Assistanceф1

N/A

N/A

N/A

N/A

Business Services

rF Cash: Flourish for Business

rFBiz+

401k/Pension Setup1

rFBiz+

Business Planning & Strategy

N/A

Basic Business Valuation

N/A

N/A

N/A

Bookkeeping1

N/A

Payroll1

N/A

Business Tax Planning1

N/A

N/A

N/A

Business Tax Preparation1

N/A

Additional Networth Services

rFortify / Carefull / ID Theft Protection & Monitoring

N/A

N/A

Real Estate Consulting/Advice

N/A

N/A

Cyber Security & IT Supportф

N/A

N/A

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

Our Fee Schedules

Networth
Freemium +
401k
Business/Institution

Interested in our new rFreemium Service?

  • Access to rFPW
  • Get your "foot-in-the-door" plan
  • COMING SOON - A.I. automated service
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