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Show all features
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• Complete rFPW access
• 24/7 access to financial advice
• 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
• Complete fluidity upgrading to gold
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*Services that are in development and/or Beta.
**Available if you have an investment account managed by rF
*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.
They cannot provide you Investment, planning, or tax advice
Servicing Advisor + Client Service Specialist
Servicing Advisor + Relationship Advisor + Client Service Specialist
Servicing Advisor, Relationship Advisor, Paraplanner, Tax Professional, Client Service Specialist
I.E. you email/call when things come up or you have questions/needs
Stock Options, RSU’s, Phantom Stock, etc. & NQ Deferred Compensation
Institutional access to MaxMyInterest, Flourish, Betterment, &
enhanced yield through brokerage as well as other commission
free fixed income, liquid products
Access to commission free products as well as our consultation to
evaluate quotes from other outside providers without conflict of
interest.