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Discover Your Ideal Financial Advisory Service Level

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

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

Silver

Monthly Starting Fee:

$208

Includes:

• Everything in eRebel
• 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

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

Our service calculator can help you find the best financial advisory service level for your unique needs and goals. Complete the form below to get a personalized recommendation for the service level that best suits you.

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