Welcome To Simple rebel
What is Simple rebel?
Simple rebel is an affordable financial planning service provided by rebel Financial, an independent, fee-only advising firm. Our philosophy of our Simple rebel service is to allow people that have little to no start on investing to be able to! The majority of larger investment firms focus on profitability and want clients to have sizable accounts to obtain their services. rebel Financial wants to provide an affordable financial planning service to provide basic investment services for anyone ready to start.
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.
What makes us different?
Professional excellence
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.
Cutting edge technology
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.
Discretionary investment management
We take the additional care and liability to manage your investments with discretion, which means that we make changes to your accounts when they need rebalanced, without bothering you, and we take personal responsibility rather than asking our clients to rubber stamp every decision to avoid responsibility.
Fee-only & a Fiduciary
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.
Freedom: Hire us on your own terms
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.
Transparent Pricing
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.
Check out our reviews
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.
What is included as a Simple rebel Client?
Access to Our Robust Planning Tools
Create a simple financial plan that encompasses your goals. 24/7 access and all online!
Plan Review
Any changes you make to your planning, an advisor will review it and make sure you're on track to succeed.
Assigned Support Advisor
An in-house advisor will always be available to take any of your questions via phone or webinar.
Online Document Storage
We provide a safe and secure cloud storage system to backup any documentation.
One Time Investment Recommendation
Hold your investments anywhere. When you need guidance, we can help you make the best decision.
Fluid Upgrading
Whenever you are ready to obtain more services, we can easily rebuild your plan to get you where you need to be.
How much does it cost?
The cost is $50/mo. An asset management percentage fee is also included on top of your monthly fee. You can view our management schedules on the links below. *You must use TD Ameritrade as your custodian for all accounts if you with to manage them.*
Example
If you have $25,000 in AUM with us through TD Ameritrade, then you would pay $50/mo. via PayPal from any credit card, checking, or savings account of you preference, plus 0.7% of $25,000 out of your accounts.
Want A Demo Financial Plan?
Interested In Joining?
Select the “Join Now” button below.
You will be re-directed to an online scheduling page where you may book your initial appointment immediately (Choose the “Prospective Client” option).
Once you book your appointment, you will be redirected to a short, new client questionnaire (2 minutes to complete).
We will contact you before our initial meeting, within 2 business days, to discuss your situation briefly and supply you with the information that you will need to collect and bring with you to your first appointment.
1st Appointment: Is basically an appointment for you to interview us to see if you’d like to hire us and an opportunity for us to do the same to make sure that we will have a productive relationship.
If you decide to hire us and we accept you as a client, then we will move forward with the financial planning and asset transfers necessary for your unique situation.
rebel Financial is a Registered Investment Advisor that provides retirement planning, estate planning, financial planning, and investment management services to individual and institutional clients. To get a more detailed description of the company, its management, and practices, view our (form ADV, Part2A) and Disclosures.
Fiduciary & Fee-Only Financial Advisors and Planners
