Our Subscription-Based Services
Our on-going client-based services for consistent management and continuous service.
Simple rebel Client
$50/mo*
$50/mo*
- Manage Investments DirectlyWe watch the investments, that you hold with through us, closely and manage with discretion per your investment objectives. Must use one of our primary custodians.
- Access to rFPWWith account aggregation/tracking, spending tracking, budgeting tool and simple planning tools.
- Get your "foot-in-the-door" planGenerally, this is a passive client service level that allows you join rebel, use our tools, leverage our investment advice and access our coaches when you have questions
- Assignment and access to a Financial Coach"To help guide you in effectively utilizing your rFPW, choosing investment strategies through our model portfolios, and answer simple planning/benefits question as they arise."
- Seamlessly upgrade to our other service levelsWhen you're ready for a Financial Advisor to play a more active active role in giving you advice, running update appointments, and have access to a Certified Financial Planner to guide you as you progress.
eRebel Client
$100/mo*
$100/mo*
- Manage Investments DirectlyWe watch the investments, that you hold with through us, closely and manage with discretion per your investment objectives. Must use one of our primary custodians.
- Tax managed/sensitive portfoliosDepending on your situation and account type, we can tailor your investment strategy to reduce the taxable ramifications of your strategy and use local municipal bonds to make your portfolio(s) more efficient.
- Expanded access to rFPWWhere you can track performance, add outside accounts, utilize our planning tools and maintain a complete overview of your financial progress.
- More active, on-going financial adviceIn addition to taking questions from you, our advisors will actively look for unique opportunities to help you streamline your financial situation.
- 1-2 Web/Video Review Meetings per yearWe proactively reach to you to schedule meetings in which we review your performance & planning and goals to make sure you are on track and we are serving you effectively.
- Online document storageStore important financial and legal documents as well as sharing secure forms, statements, etc with your financial advsor.
- Discounted access to planning servicesDiscounted access to both our student loan repayment and college planning services.
- Assignment of a Support Financial AdvisorOur support advisors are all Certified Financial Planner Professionals (CFP®) and have at least 3yrs experience.
- Ability to upgrade and downgrade service levelAs long as no additional contractual obligations are entered into, our clients are entitled to change service levels at their convenience.
Silver rebel Client
$150/mo*
$150/mo*
- Manage Investments DirectlyWe watch the investments, that you hold with through us, closely and manage with discretion per your investment objectives. Must use one of our primary custodians.
- Tax Loss/Gain HarvestingIn coordination with your tax professional we will try to maximize realizing gains and losses in your portfolio at advantageous times.
- Complete access to rFPWIncludes all functionality available within rFPW. However, still lacks comprehensive planning component of the Gold level and associated planning capabilities.
- 24/7 Access to financial adviceYour advisor is there to help you streamline your financial situation.* While all of our systems are available 24/7 and you can inquire at anytime, your advisor may only be able to reach back out to you personally from 9-5am, M-F.
- 1-4 OnDemand Meetings YearlyTo review your investment performanc, planning/life goals, progress, recommend optimizations, and be your financial "quarterback". These meetings may be in-person or virtual, per your preference.
- Assignment of an Associate Financial AdvisorOur associate advisors are all Certified Financial Planner Professionals (CFP®) and have at least 5yrs experience.
- Online document storageStore important financial and legal documents as well as sharing secure forms, statements, etc with your financial advisor. We also take extra time to organize and curate your documents.
- Management of "held away" assets*You must use LastPass, comply with our policy of non-custody, and hold all other available assets with us that are reasonably possible. *This may entail an additional fee depending on your situation.
- Student Loan Optimization included.Our Student Loan Repayment Planning is included at no additional cost and our College Selection and Funding Plan is offered at 50% off.
- Access to "light" financial planningYou advisor can do light/foundational planning for you under a more goals-based criteria.
- Greater credit towards tax and estate planning servicesThe higher your level with us the more credit you get towards our ancillary services such as tax preparation and estate planning.
- Completely fluidity upgrading to GoldSave on fees when you are not ready to do a full plan and then upgrade easily when you are.
Gold rebel Client
$250/mo*
$250/mo*
- Manage Investments DirectlyWe watch the investments, that you hold with through us, closely and manage with discretion per your investment objectives. Must use one of our primary custodians.
- Tax Loss/Gain HarvestingIn coordination with your tax professional we will try to maximize realizing gains and losses in your portfolio at advantageous times.
- Maximum rFPW with comprehensive planningIncludes all functionality available within rFPW, including planning enhancements for reports and client driven "Decision Center" functionality.
- 24/7 Access to financial adviceYour advisor is there to help you streamline your financial situation.* While all of our systems are available 24/7 and you can inquire at anytime, your advisor may only be able to reach back out to you personally from 9-5am, M-F.
- Unlimited OnDemand Meetings YearlyTo review your investment performanc, planning/life goals, progress, recommend optimizations, and be your financial "quarterback". Gold clients are also entitled to Senior financial advisors participating in their meetings in different life events (i.e. retirement, business transition, divorce, inheritence, tax events, etc). These meetings may be in-person or virtual, per your preference.
- Assignment of a Lead Financial AdvisorOur Lead advisors are all Certified Financial Planner Professionals (CFP®) and have at least 7yrs experience.
- Access to Senior Financial Advisors, as needed.Our Senior advisors are all Certified Financial Planner Professionals (CFP®) and have at least 10yrs experience. Senior Financial advisors have mastered a specific planning specialty and will help assist in the planning and meetings of Gold clients in various life events, as they happen.
- Online document storageStore important financial and legal documents as well as sharing secure forms, statements, etc with your financial advisor. We also take extra time to organize and curate your documents.
- Management of "held away" assets*You must use LastPass, comply with our policy of non-custody, and hold all other available assets with us that are reasonably possible. *This may entail an additional fee depending on your situation.
- Student Loan Optimization included
- College Selection and Funding Plan included
- Comprehensive Financial PlanningIncludes: Education, Retirement, Executive, Business, & Estate Planning, which is basically the "Silver" Flat-fee plan.
- On-going financial plan updates & implementation assistanceNot only do we build a great, actionable financial plan but we continually refine it before your next appointment and as your life your life changes so that your financial plan gets better and better. Additionally, as opposed to the Flat-fee plans, we help with your plan implementation and do any tasks that we can for you.
- Maximum credit towards tax preparation and estate planning servicesThe higher your level with us the more credit you get towards our ancillary services such as tax preparation and estate planning.
Our Fee Schedules
* Preferred Custodians for NQ and IRA Accounts include Schwab, TD Ameritrade, Lincoln, Jefferson National, and TIAA CREF.**Plus, fee schedule below. The monthly fee is waived once you have more than $250,000 under our management.*
** Discounts may be applied where applicable and when warranted, at the discretion of rebel Financial**
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