Financial advisors that are independent, fee-only, and fiduciaries to you.

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Building a better financial future, one relationship at a time:

  • 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.

  • 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.

  • 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.

  • 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.

  • 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.

So, here's how you can hire us:

Robo rebel - $0/mo.*

Our Robo rebel platform allows you to track all of your investment and banking accounts all through our Robo rebel online portal while empowering you to delegate the management of any investment account to us to manage for you with precision and diligence.

*Plus, our fee schedule on assets under management.

Simple rebel - $40/mo.

This is our main DIY model that primarily utilizes online tools to help clients enter their own goals based planning scenarios and then we have one of our Support Advisors refine the plan and periodically check progress. This plan requires no accounts with rF.

eRebel - $50/mo.*

This plan is the next step up from the Simple rebel platform and utilizes a more sophisticated platform that enables a little more in-depth goal based-planning and offers the client an Associate Advisor and two video conference strategy meetings per year.

*Waived once you have $100,000 in assets under management (AUM) with rf.

Silver rebel - $75/mo.*

This plan includes simple goals-based financial planning, assignment of a lead financial advisor, a portal to track all of your accounts in one place, professional money management, help with outside accounts (like 401ks, 529s, etc), and the ability to collaborate with your advisor at any time (within normal business hours). This plan is ideal for clients that may not be ready to do comprehensive financial planing yet but would like a senior financial advisor to help them streamline their financial situation, build a simple plan to get them where they want to be, be a coach/partner to motivate/help them along the way, and have all of their data ready to execute a comprehensive plan at any time in the future.

*Waived once you have $250,000 in assets under management (AUM) with rf.

Gold rebel - $125/mo.*

This is our comprehensive plan in which we offer our complete suite of services to clients and they are assigned a Senior Financial Advisor. This includes all planning modules, investment management, and legal & tax services+.

*Waived once you have $250,000 in assets under management (AUM) with rf.

+Available to Gold clients with sufficient AUM.

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.


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.

Ready to get started? Let's start the conversation, your 1st consulatation is complimentary