rebel Financial
Groveport, Ohio
rebel Financial at a glance
- One of 337 fee-only firms based in Ohio in the Wellspent graph.
- 7 advisors are listed here; 3 of 7 hold the CFP.
- Its Form ADV reports 6 employees and 433 individual clients, 100 of them high net worth.
- Its average account is about $210,000 (assets it manages divided by its 1,767 accounts).
Fee-only advisors in Ohio · What fee-only advisors charge in Ohio
Facts
| Based in | Groveport, Ohio |
|---|---|
| Website | rebelfinancial.com |
| [email protected] | |
| Phone | (614) 441-9605 |
Questions about rebel Financial
How is rebel Financial paid?
rebel Financial's Form ADV says it is paid by: percentage of assets, hourly, subscription, fixed fees.
How many advisors does rebel Financial have in the Wellspent public graph?
The Wellspent public graph lists 7 advisors at rebel Financial, and 3 hold the CFP.
What is the average account at rebel Financial?
rebel Financial's average account is about $210,000. That's the assets on its Form ADV divided by its 1,767 accounts.
What does rebel Financial specialize in?
rebel Financial's advisors and website list retirement planning, tax planning, sustainable & impact investing and pension planning.
rebel Financial fees
rebel Financial doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Subscription · Fixed fees |
|---|---|
| Assets managed | $370 million |
| Individual clients | 333 |
| High-net-worth clients | 100 |
| Accounts managed | 1,767 |
| Employees | 6 |
| Planning clients | 101-250 |
| Registered with | The SEC (801-118009) |
| Financial planning | Offered |
| Form ADV filed | March 30, 2026 |
| SEC record | CRD 168263 |
Advisors at this firm (7)
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