Rebel Financial, LLC fees and pricing

Financial planner in Groveport, Ohio. Registered with the SEC.

According to its Form ADV Part 2A brochure dated March 30, 2026, Rebel Financial, LLC charges a monthly fee of $75 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.

Payment and refund terms, quoted from the fee section of the brochure.

“Paid in Advance Our Net Worth and Asset Under Management (AUM) fees are charged monthly (1/12 of annual fee) in advance based upon the month end value of your account.”
“Fees may be deducted from your investment account(s) or clients may be invoiced for services.”
“Depending on the type and level of services will dictate the ability for invoices and is selected in the fee addendum of the client agreement.”

“We offer fee-based advice, investment management, and insurance solutions through a comprehensive financial planning process.”

From the firm's description of its advisory business in its Form ADV brochure.

How the firm is paid: Hourly fees, fixed or flat fees, subscription fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1.1% a year
Clients: 433
Employees: 6
Works with: Individuals, high net worth individuals, pension and profit sharing plans, and businesses
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, pension consulting, and educational seminars and workshops
Assets managed: $370,490,808
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 168263
Website: careers.rebelfinancial.com (opens in new tab)
Phone: (614) 441-9605

Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.