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.
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.
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.
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.
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.
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.
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.
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.*
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.
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rebel Financial is a registered investment adviser in Columbus, OH, serving clients throughout the nation.
A more detailed description of the company, its management and practices are contained in its Firm Brochure (Form ADV, Part 2A).
5940 Clyde Moore Dr, Columbus, OH 43125 • Call 614-441-9605