Rebel Financial, LLC

RIASEC Registered

Total AUM

$370M

Discretionary

$358M

97% of AUM

Avg account

$210K

Accounts

1,767

Employees

Advisory reps

Firm details

Headquarters: Groveport, Ohio
CRD number: 168263
Registered since: January 27, 2020
Website: rebelfinancial.com
Custodians: CHARLES SCHWAB & CO., INC., TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC, AXOS ADVISOR SERVICES
Fee structure: Percentage of AUM, Hourly Charges, Subscription Fees, Fixed Fees, Other
Client types: HNWI56.07%
Individuals40.11%
Pension & Profit Sharing Plans3.33%
Corporations / Businesses0.5%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Rebel Financial, LLC is an independent, owner-operated advisory firm organized as an LLC and registered with the SEC in 2020. The firm serves a mix of individual and family clients as well as institutional clients, providing financial planning, portfolio management for individuals and small businesses, pension consulting-related services, and educational seminars and workshops. Firm personnel also list accounting among their business activities. Rebel Financial uses a range of fee arrangements — percentage of AUM, hourly, subscription, fixed and other pricing — rather than a single fee model. The firm does not position itself as an ESG-focused manager. Rebel Financial was recognized by FA Magazine as one of its Top RIA Firms in 2020.