Case Belger
rebel Financial · Groveport, Ohio
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.
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Specialties
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 |
| Assets under management | $370.5M across 1,767 accounts |
| Credentials | AIF · CFP · ChFC · CLU · EA |
| SEC registration | Investment adviser representative in OH · CRD 7941519 |
| Exams passed | Series 65 (2024) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | rebelfinancial.com |
| Profile |
How Case's firm compares
- rebel Financial's average account is about $210,000, from its Form ADV (assets managed divided by 1,767 accounts).
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Questions about Case
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- rebel Financial website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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