eRebel - Your Online Financial Advisor

Proudly Representing:

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Hire your own financial advisor online today

eRebel was designed to merge the best of online efficiency with real world experienced financial advisors. This gives you the ability to hire a great financial advisor at a great price so that you can make better decisions and more efficiently move yourself closer to financial freedom.

 

What Makes Us Different from other Financial Advisors?

  • Professional excellence

    Financial plans are always completed by Certified Financial Planners (CFP) who all have at least a BA/BS and we require at least 60 hours of continuing education per year.

  • Fee-only & a Fiduciary

    Fee-only means that we only accept compensation from our clients and do not accept compensation from 3rd parties and, as a fiduciary, we always represent our clients’ best interests 1st.

  • Cutting edge technology

    As a smaller company, freed from the bureaucratic gridlock of most large institutions, we implement the newest technology years before most of our competitors to build your plan with the best available tools.

  • Freedom: Hire us on your own terms

    Whether you want a one-time fee for advice/plan or want to hire us for the long-term, you are free to choose from multiple plans under either arrangement that fits your particular need.

  • Discretionary investment management

    We take the additional care and liability to manage your investments with discretion, which means that we make changes to your accounts when they need rebalanced, without bothering you, and we take personal responsibility rather than asking our clients to rubber stamp every decision to avoid responsibility.

  • Transparent pricing

    We are open and transparent in our pricing. We disclose our fees and help our clients to understand their total costs  so they can accurately judge the value of our services.

Don't take our word for it, read our reviews on Google!

Green-Quotations-100x92Unfortunately, we are prohibited from posting testimonials/reviews on our website by the SEC and the state regulatory authorities. However, we are allowed to have reviews on 3rd party sites on which we have no ability to manipulate them in our favor so that both positive and negative reviews can be equally evaluated by potential clients.Please view our reviews on Google Reviews by clicking here.

What is included as an eRebel Client?

  • Manage Investments Directly

    We watch your investments closely and manage with discretion, per your investment objectives. You must use TD Ameritrade as custodian.

  • Tax managed/sensitive portfolios

    Depending 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.

  • Online Access to your eRebel Portal

    You have access to all of your financial information and goals based planning tools.

  • Access to on-going Financial Advice

    We will always take questions from you to help you streamline your financial situation.

  • 2 Webconference Meetings per year

    To review your progress and performance.

  • Ability to upgrade to our other service models

    You may upgrade at anytime, however, our eRebel model uses a slightly different technological solution than our Silver and Gold models which will require some data re-entry by you if you upgrade.

How Much Does It Cost?

The cost is $75/mo.  plus our asset management fee schedules below.  This subscription fee is currently waived if you have more than $250,000 in Assets Under Management (AUM) with us:

 

Green-Quotations-100x92Again, we are prohibited from posting testimonials/reviews on our website by the regulatory authorities. However, we believe that our clients' experiences and insights are an important part of evaluating whether you would like to hire us as your investment/planning advisor. We invite you to inspect our reviews on Angie's List by clicking here.

Process To Become A Client:

  1. Select the "Start a 30 Free Trial" button above/below.
  2. A pop-up will open to ask you for some basic info so we can set you up in our system.
  3. Within 1 business day we will send you an invitation to setup your rFPW.
  4. Complete your profile setup in your rFPW and then add your other outside accounts.
  5. We will assign an advisor to you based on your profile and specific needs.
  6. Once your advisor is assigned and you have setup your online portal, he/she will  send you an introductory email with a link to schedule your 1st web/video conference to to review eRebel, your rFPW, answer questions, and get an idea of how we can help you.
  7. There-after, within your 30 day free trial you, must decide whether to become a paying client so that your advisor will be free to start working on your situation and building a plan of action with you.
  8. Complete the account opening and transfer process for any accounts you would like us to manage for you.
  9. Periodically review to update us on your situation/goals, refine your plan, and review your investment accounts.