# Case Belger

> Case Belger is a fee-only financial advisor at rebel Financial in Groveport, Ohio, who holds the AIF, CFP and ChFC credentials. Case focuses on retirement planning, tax planning and sustainable & impact investing. rebel Financial reports charging a percentage of assets, hourly fees, a subscription and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/case-belger/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** rebel Financial
- **Based in:** Groveport, Ohio
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Subscription; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $370.5M across 1,767 accounts
- **Credentials:** AIF, CFP, ChFC, CLU, EA
- **Specialties:** Retirement planning, Tax planning, Sustainable & impact investing, Pension planning, Estate & legacy planning, Real estate investors
- **CRD:** 7941519 (https://adviserinfo.sec.gov/individual/summary/7941519)
- **SEC registration:** Investment adviser representative in OH
- **Exams passed:** Series 65 (2024)
- **Firm size:** 6 employees
- **Disclosures:** None reported
- **Website:** https://rebelfinancial.com

## Frequently asked questions

### Is Case Belger a fee-only financial advisor?

Yes. Case Belger is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Case's firm.

### How does Case charge for financial advice?

Case's firm, rebel Financial, reports charging a percentage of assets, hourly fees, a subscription and fixed fees on its SEC Form ADV.

### Where is Case Belger based?

Case Belger is based in Groveport, Ohio.

### What does Case specialize in?

Case's specialties include retirement planning, tax planning, sustainable & impact investing, pension planning, estate & legacy planning and real estate investors.

### What credentials does Case Belger hold?

Case Belger holds the AIF, CFP, ChFC, CLU and EA credentials.

### Is Case Belger registered with the SEC?

Yes. Case Belger is registered as an investment adviser representative in OH (CRD 7941519), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does rebel Financial manage?

rebel Financial reports $370.5M across 1,767 accounts in assets under management.

### How do I contact Case Belger?

Through Case's website, rebelfinancial.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/38170): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://rebelfinancial.com/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.