Welcome to eRebel
Your Online Financial Advisor
Hire your own online financial advisor!
Try before you invest with us! Our awesome cash management tools are free to use for 30 days.
Frequently Asked Questions
How does the 30-day free trial work?
After you connect with us for a free trial, we will contact you directly. We will open a temporary account for you through eMoney (rFPW), custom cash management software tailored to rebel that will house all of your personal finance accounts into one place. You will be able to set budgets, track spending, and manage your money with the trial.
My 30 days trial is over, now what?
When the trial is over, your account will be deleted and all of your information will be detached from our system. If you are satisfied with the trial and want to continue using the software and acquire our full service, you can become a client with rebel.
How do I become an eRebel client?
Becoming a client with rebel Financial is easy and simple. You can contact an advisor in-person or even online through a web-conference. Your first appointment with us is complementary. You can contact us or sign up directly by clicking the buttons below.
How much does eRebel 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. *You must use TD Ameritrade as custodian for all accounts you wish us to manage. *
Is there an example case of your fees?
If you have $25,000 in AUM with us through TD Ameritrade then you would pay:
$75/mo. via PayPal from any credit card, checking, or savings account of your preference, plus 0.7% of $25,000 out of your accounts. This comes to $43.75 deducted quarterly from your actual investment accounts.
*This is an example for illustrative purposes only and your account value(s) will fluctuate over the year giving slightly different charges based on the market performance*
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