Of all the services that we offer only our Gold rebel clients are Full-Service clients of our firm. Our Gold rebel service model is our highest level of service and probably the best value option because it includes so many services. As such, we limit our Full-Service Clients to only 300 households so that we can always provide the high level of service that we’ve promised.
rebel Financial is a truly independent financial firm that specializes in investment management and financial planning, dedicated to serving the best interests of our clients above all other considerations. √ All CPF Advisors. √ We are "Fee-Only". √ Always a Fiduciary to clients.
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.
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.
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.
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.
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.
Unfortunately, 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.
If you have more than $500,000 in Assets Under Management (AUM) with us, then we will pay for your tax preparation if you use one of our partner accounting firms.* If you are below our asset minimum or you would rather use your own accountant, we will coordinate with your tax professional to align your investment and tax strategies and streamline your tax preparations, however, their bill will be at your own expense.
If you have more than $750,000 in AUM with us, then we will help you to build your estate plan and pay for your estate planning documents if you use one of our partner law firms.** If you are below our asset minimum or you would rather use your own law firm, we will coordinate with your attorney to design and implement your estate plan, however, their bill will be at your own expense.
Managing your financial goals has never been simpler. With our custom built rFPW portal, you'll have 24/7 access to all your accounts. No more going from site to site to manage your finances. And, with our convenient rFPW webinars, you'll learn how to handle everything on your own and save time!
The cost is $250/mo. plus our asset management fee schedules below. This subscription fee is currently waived if you have more than $250,000 in AUM:
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rebel Financial is a registered investment adviser in Columbus, OH, serving clients throughout the nation.
A more detailed description of the company, its management and practices are contained in its Firm Brochure (Form ADV, Part 2A).
5940 Clyde Moore Dr, Columbus, OH 43125 • Call 614-441-9605