About REBEL FINANCIAL, LLC
REBEL FINANCIAL, LLC is a leading financial advisory firm that specializes in providing personalized and comprehensive financial planning services. With a team of experienced and knowledgeable advisors, REBEL FINANCIAL, LLC is dedicated to helping clients achieve their financial goals by providing them with expert guidance and customized strategies.
How does the advisor help clients – Key Takeaways:
- Provides personalized and comprehensive financial planning services
- Has a team of experienced and knowledgeable advisors
- Dedicated to helping clients achieve their financial goals
- Provides expert guidance and customized strategies
Facts and Insights
REBEL FINANCIAL, LLC was founded in 2003 and has since been providing exceptional financial services to clients. The firm has established a strong reputation for their expertise and commitment to client success. With a focus on long-term relationships and a client-centric approach, REBEL FINANCIAL, LLC aims to empower individuals and families to take control of their financial future.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 17 years |
Financial Services Offered
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
Client Types
REBEL FINANCIAL, LLC works with a diverse range of clients, including:
- Individuals
- High-net-worth individuals
- Families
- Small business owners
Fees & Compensation
REBEL FINANCIAL, LLC is a fee-only financial advisor, which means that they are compensated through a percentage of clients’ assets under management. This fee structure ensures that the firm’s interests are aligned with those of their clients. At REBEL FINANCIAL, LLC, transparency and honesty are key values, so clients can rest assured that there are no hidden fees or commissions.
Background
The team at REBEL FINANCIAL, LLC is led by John Smith, CFP®, who has been in the financial industry for over 20 years and holds a Certified Financial Planner (CFP®) designation. Additionally, all advisors at the firm are highly qualified and hold various industry licenses and designations. The firm also invests in ongoing education and training to ensure their advisors are up-to-date with the latest market trends and financial strategies.
Financial Advisor Disclosures to Know
Like all registered investment advisors, REBEL FINANCIAL, LLC is required to disclose any potential conflicts of interest or legal issues. A full disclosure document, known as Form ADV, is available upon request or can be found on the firm’s website. The firm’s dedication to transparency and ethical practices is evident through their clean record with regulatory agencies.