Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
6 advisors
Number of Clients
429 clients
Average Client Portfolio
$732K average
Assets Under Management
$314.0M

Fee Structure

Minimum Investment:None

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.

Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningBusiness OwnersHigh Net Worth
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Advisor Information

Office location

5940 Clyde Moore Dr, Suite C, Groveport, OH, 43125

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Regulatory History
Clean regulatory record

No 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.

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Employment History
Current Registrations
Rebel Financial, LLC
August 2024 - Present · 1 yr 5 mos
Previous Registrations
TD Ameritrade, INC.Broker
October 2022 - June 2023 · 8 mos
State Registrations1 state
OH
Advisor
Exams
No exam information available for this advisor.
Franco Iozzo - Financial Advisor | AdvisorDiscover