

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
Get directionsNo disclosures, customer disputes, or regulatory actions on file.
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 →Tony Jones is rebel Financial’s lead financial advisor. Since 2005, Tony has been doing diligence in helping other individuals meet their financial goals. Originally from Chicago, Tony graduated with a Masters of Business Administration from Lake Forrest Graduate School and his undergraduate with a Bachelors in Accounting from Indiana University. Recently in early 2019, Tony completed the IRS Enrolled Agent exam, allowing Tony to be a certified enrolled agent and is the tax expert at rebel Financial.