Alan Charach
Rebellion Asset Management · Chicago, Illinois
Alan Charach is a fee-only financial advisor at Rebellion Asset Management in Chicago, Illinois. Alan charges a percentage of assets (1.5% a year on the first tier of assets managed).
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Who they serve
- Founders
- Executives
- Ultra high net worth
Facts
| Firm | Rebellion Asset Management |
|---|---|
| Based in | Chicago, Illinois |
| Fee model | Percentage of assets |
| Fees (firm's website) | 1.5% a year on the first tier of assets managed |
| Accepting new clients | Yes |
| Assets under management | $91.8M across 150 accounts |
| SEC registration | Investment adviser representative in CA, CO, FL, IL, MI, NJ, NY, SC, VA · CRD 6050527 |
| Exams passed | Series 63 (2012) · Series 65 (2016) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.rebellionasset.com |
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Questions about Alan
Is Alan Charach a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Alan holds no broker registration, and Rebellion Asset Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Alan charge for financial advice?
Alan charges a percentage of assets.
How much does Alan charge?
According to Rebellion Asset Management's website, checked October 30, 2026: 1.5% a year on the first tier of assets managed.
Where is Alan Charach based?
Alan Charach is based in Chicago, Illinois.
Is Alan Charach registered with the SEC?
Yes. Alan Charach is registered as an investment adviser representative in CA, CO, FL, IL, MI, NJ, NY, SC and VA (CRD 6050527), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Rebellion Asset Management manage?
Rebellion Asset Management reports $91.8M across 150 accounts in assets under management.
How do I contact Alan Charach?
Through Alan's website, www.rebellionasset.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Rebellion Asset Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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