

rebel Financial LLC's fees are based on either a client's net worth or assets under management (AUM), depending on when they became a client. New clients pay fees based on their net worth, while existing clients may be "grandfathered" into their old AUM fee schedule. The firm offers various service levels (Simple rebel, eRebel, Silver rebel, Gold rebel) with different fee structures. They also offer retirement plan investment management services with tiered fees. There are minimum monthly fees for some services, ranging from $75 to $292. Additional fees may apply for Pontera services (0.25%). Fees are charged monthly in advance. The firm also offers tax preparation, bookkeeping, and payroll services for additional fees.
5940 Clyde Moore Dr, Suite C, Groveport, OH, 43125
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Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →William has various outside insurance brokerage contracts. This activity is investment-related.
rebel Financial LLC is a registered investment adviser. A more detailed description of the company, its management and practices are contained in its"Firm Brochure (Form ADV, Part 2A)."