Updated:
Rebel Financial
John Doe founded Rebel Financial in 2013 in Groveport, Ohio, structuring the firm from the start as a fee-only, fiduciary Registered Investment Advisor.
Rebel Financial
John Doe founded Rebel Financial in 2013 in Groveport, Ohio, structuring the firm from the start as a fee-only, fiduciary Registered Investment Advisor. Its mandate targets high-net-worth individuals and pension plans, but the firm has built its brand around lowering barriers, offering a 'rFreemium' tier that uses self-help tools and developing AI to deliver cash-flow management, expense tracking, and goals-based planning at no cost. The firm operates from a single office in the Columbus metro area, serving clients across the United States. The firm delivers asset management, comprehensive financial planning, retirement planning, tax preparation, estate planning, and special-needs planning. It constructs portfolios that can be screened for Christian values, Shariah compliance, or broad ESG criteria, rejecting what it describes as cookie-cutter plans. Rebel Financial integrates in-house tax preparation and planning with investment management — an operational coupling that most fee-only advisors outsource. It also provides business services and employer-plan consulting. The firm's custody and platform partners include Schwab, Fidelity, Altruist, Interactive Brokers, and TIAA, and it uses tools like Flourish Cash and MaxMyInterest for cash management. Rebel Financial's website does not disclose total assets under management, deployment figures, or the size of its professional staff. Its '4Advisors Organization' link and team page signal a multi-advisor structure, and the firm requires all advisors to hold the CFP designation and complete at least 60 hours of continuing education annually. No recent operational announcements, fund closes, or strategic pivots have been identified from available public sources. The firm's clearest structural differentiator is its direct integration of tax preparation and planning into the advisory relationship, a configuration more typical of multi-family offices than of standard RIAs. This, combined with a publicly stated no-minimum posture and a free digital-planning tier, places Rebel Financial in the narrow cohort of fiduciary RIAs attempting to serve mass-affluent and underserved clients with a full-stack wealth service rather than as a loss-leader for asset gathering.
General information
Firm type
RIA
Year founded
2013
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Groveport
Corporate office
5940 Clyde Moore Dr. Suite C, Groveport, OH 43125, United States
Sector focus
Frequently asked questions
Is Rebel Financial a fiduciary, and how is it compensated?
Yes. Rebel Financial is an independent, fee-only Registered Investment Advisor. As a fiduciary, the firm is legally obligated to put client interests ahead of its own and must disclose how it is compensated. The firm structures compensation exclusively through client fees, avoiding commission-based products that would create conflicts of interest.
How does Rebel Financial's values-based investing work?
The firm constructs portfolios that align with specific client values, offering Christian, Shariah/Halal, and broad ESG investment strategies. Rather than imposing a single values lens, Rebel Financial gives clients a choice of screens, aiming to hold companies accountable to the ethical and moral standards the client selects, alongside targeting competitive performance.
What is the rFreemium tier, and who qualifies for it?
rFreemium is a free digital tier that Rebel Financial offers to improve accessibility for people who cannot afford a traditional financial advisor. It provides self-help tools, portals and developing AI technologies for cash-flow management, expense tracking, budgeting, investment oversight and straightforward goals-based planning. The firm launched the tier explicitly to work toward its stated mission of remedying wealth inequality and declining to turn people away based on asset minimums.
Does Rebel Financial manage institutional assets or only individual accounts?
The firm advises high-net-worth individuals and pension plans, as stated in its regulatory disclosures. Its public-facing materials emphasize individual and family services — financial planning, retirement planning, tax, estate, and special-needs planning — but its investment management and retirement-plan consulting capabilities extend to the institutional plan-sponsor market.
What professional credentials does Rebel Financial require of its advisors?
The firm mandates that all its advisors hold the Certified Financial Planner (CFP) designation and complete at least 60 hours of continuing education every year. The firm states that this standard is intended to ensure each advisor functions as the client's most trusted professional for both investment and planning advice.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
Need institutional-grade insight on registered investment advisers?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: