Our Subscription-Based Services

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

rFreemium

rebel Client (Free)
$ 0
  • Access to rFPW
  • Get your "foot-in-the-door" plan
  • Coming soon A.I. automated advice
FREE

Simple

rebel Client
$ 75 *Starting Monthly Fee
  • 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

eRebel

rebel Client
$ 150 *Starting Monthly Fee
  • 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

Silver

rebel Client
$ 208 *Starting Monthly Fee
  • 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

Gold

rebel Client
$ 292 *Starting Monthly Fee
  • 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 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. 


View our Grandfathered Pricing Tables HERE

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