Hire your own online financial advisor!
Try before you invest with us! Our awesome cash management tools are free to use for 30 days.
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An Online Financial Advisor That is Different
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.
Whether you want a one-time fee for advice/planning or want to hire us for the long-term, you are free to choose from multiple plans that fit your particular needs.
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.
Discretionary investment management
We take the additional care and liability to manage your investments with discretion. We make changes to your accounts when they need re-balanced, without bothering you. We take personal responsibility rather than asking our clients to rubber stamp every decision to avoid responsibility.
As a smaller company, freed from the bureaucratic gridlock of most large institutions, we implement the newest technology to build your plan with the best available tools.
Our pricing is open and transparent. We disclose our fees and help our clients to understand their total costs, so they can accurately judge the value of our services.
What is included being an eRebel Client?
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. You can make better decisions and above all, efficiently move yourself closer to financial freedom.
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Hire your own online financial advisor today!
Hire your own online financial advisor today!
[op_liveeditor_element data-style=””][text_block style=”undefined” align=”left” font_color=”%239e2121″] Manage Investments Directly
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[op_liveeditor_element data-style=””][text_block style=”style_1.png” align=”left” font_size=”16″ font_color=”%23565354″ bottom_padding=”8″ top_margin=”-45″]We watch your investments closely and manage with discretion, per your investment objectives. You must use TD Ameritrade as custodian.[/text_block][/op_liveeditor_element]
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[op_liveeditor_element data-style=””][text_block style=”undefined” align=”left” font_color=”%239e2121″] Online Access to your eRebel Portal
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[op_liveeditor_element data-style=””][text_block style=”style_1.png” align=”left” font_size=”16″ font_color=”%23565354″ top_margin=”-45″]You have access to all of your financial information and goals based planning tools.[/text_block][/op_liveeditor_element]
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[op_liveeditor_element data-style=””][text_block style=”undefined” align=”left” font_color=”%239e2121″] 2 Webconference Meetings per year
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[op_liveeditor_element data-style=””][text_block style=”style_1.png” align=”left” font_size=”16″ font_color=”%23565354″ bottom_padding=”32″ top_margin=”-45″]To review your progress and performance.[/text_block][/op_liveeditor_element]
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[op_liveeditor_element data-style=””][text_block style=”undefined” align=”left” font_color=”%239e2121″] Tax managed/sensitive portfolios
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[op_liveeditor_element data-style=””][text_block style=”style_1.png” align=”left” font_size=”16″ font_color=”%23565354″ top_margin=”-45″]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.[/text_block][/op_liveeditor_element]
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[op_liveeditor_element data-style=””][text_block style=”undefined” align=”left” font_color=”%239e2121″] Access to on-going Financial Advice
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[op_liveeditor_element data-style=””][text_block style=”style_1.png” align=”left” font_size=”16″ font_color=”%23565354″ top_margin=”-45″]We will always take questions from you to help you streamline your financial situation.[/text_block][/op_liveeditor_element]
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[op_liveeditor_element data-style=””][text_block style=”undefined” align=”left” font_color=”%239e2121″] Ability to upgrade to our other service models
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[op_liveeditor_element data-style=””][text_block style=”style_1.png” align=”left” font_size=”16″ font_color=”%23565354″ top_margin=”-45″]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.[/text_block][/op_liveeditor_element]
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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.[/custom_html]
How much does eRebel cost?
The cost is $100/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. *
>Preferred Custodians Fee Schedule*
Is there an example case of your fees?
If you have $25,000 in AUM with us through TD Ameritrade then you would pay:
$100/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*[/custom_html]
Sign up for erebel on our main site:
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You can also access our other levels of services here
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Download our rebel app!
You can contact our advisors, manage your data, and much more all from your mobile device!
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See What Our Amazing Clients Have to Say About Us
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Hire your own online financial advisor today!
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