William Ratcliff
Rebel Financial · Groveport, Ohio
William Ratcliff is a fee-only financial advisor at Rebel Financial in Groveport, Ohio. Rebel Financial reports charging a percentage of assets, hourly fees, a subscription and fixed fees on its Form ADV.
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Facts
| Firm | Rebel Financial |
|---|---|
| Based in | Groveport, Ohio |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Subscription · Fixed fees |
| Assets under management | $370.5M across 1,767 accounts |
| SEC registration | Investment adviser representative in CA, NC, OH, TX, WV · CRD 4716667 |
| Exams passed | Series 66 (2006) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | rebelfinancial.com |
How William'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 William
Is William Ratcliff a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: William holds no broker registration, and Rebel Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does William charge for financial advice?
William's firm, Rebel Financial, reports charging a percentage of assets, hourly fees, a subscription and fixed fees on its SEC Form ADV.
Where is William Ratcliff based?
William Ratcliff is based in Groveport, Ohio.
Is William Ratcliff registered with the SEC?
Yes. William Ratcliff is registered as an investment adviser representative in CA, NC, OH, TX and WV (CRD 4716667), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Rebel Financial manage?
Rebel Financial reports $370.5M across 1,767 accounts in assets under management.
How do I contact William Ratcliff?
Through William's website, rebelfinancial.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Groveport
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
- 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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