Finally, Affordable Financial Planning!

Our affordable financial planning service lets you connect with an actual financial advisor and  leverage powerful money management tools all online!

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What is Simple rebel?

Simple rebel is an affordable financial planning service provided by rebel Financial, an independent, fee-only advising firm. Our philosophy of our Simple rebel service is to allow people that have little to no start on investing to be able to! The majority of larger investment firms focus on profitability and want clients to have sizable accounts to obtain their services. rebel Financial wants to provide an affordable financial planning service to provide basic investment services for anyone ready to start.

What is Included Being A Simple rebel Client?

Simple rebel was designed to merge affordable financial planning with also the efficiency of having access to an advisor online. You can start your journey of making better financial decisions, no matter what stage you are on.

Frequently Asked Questions

How does the 30-day free trial work?

Our 30 day free trial is a way for you to have a fundamental understand how our online tools can help you manage your finances. After you connect with us, we will contact you directly. A temporary account through eMoney (our rFPW), our custom cash management software will be opened, allowing you to start your trial. With an rFPW, you can house all of your personal finance accounts in one place. You will be able to set budgets, track spending, and manage your money with the trial.

My 30 day trial is over, now what?

When your 30 day 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 our service, you can become a client with rebel. You can view our services here: Client Princing and Features

How do I become an Simple rebel client?

Becoming a client with rebel Financial is easy and simple. You can contact our advisors in person and even online through a web-conference. Your first appointment with us is always complementary. You can contact us or sign up directly below.

How much does Simple rebel cost?

Simple rebel is currently $50/mo. An asset management percentage fee is also included on top of your monthly fee. You can view our management schedules on the link below. *You must use TD Ameritrade as your custodian for all accounts if you wish us to manage them*

Preferred Custodians Fee Schedule *

Why Simple rebel?

Simple rebel is primarily designed for individuals that want affordable financial planning, online management tools to build/track their financial progress, and also want professional guidance. Most Simple rebel clients do not have any accounts for us to manage, want it straight forward, and simple. We do offer an one-time investment recommendation for free and then a nominal fee if you need advice with an outside account.

You can learn more about rebel Financial on our main site here: Main Site

 

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You can contact our advisors, manage your data, and much more all from your mobile device!

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    Interested in being a client? Have questions? Submit your information below and we will reach out to you.

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Affordable Financial Planning

Affordable Financial Planning

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Simple rebel gives you an affordable financial planning service to help you start managing finances simply, and smartly.

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