W. Phil Ratcliff

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About W. Phil Ratcliff

President and Senior Advisor, W. Phil Ratcliff, is a Certified Financial Planner® (CFP) and the founder of rebel Financial, a financial firm that he started in 2013 that has grown into one of the largest Fee-Only RIAs in the Midwest and fastest organically growing in the country. Phil's hard work, charisma, and true passion for his business have helped him build rebel from the ground up with the unique objective (at least in the financial world) to put People before profits. He specializes in advanced planning (such as executive benefits, stock options, charitable giving, and complex estate/tax planning) and building the business processes that are continuing to drive the firm forward to new heights to deliver ever more value to our clients.

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General Information

Firm Start Year

2013

No. of Employees

10-19

automated call

CRD#

4716667

Firm CRD#

168263

Insurance License#

643365

Name of Custodial Firm

TD Ameritrade, Schwab, TIAA CREF

Years of Experience in Financial Services

Number of Years with Current Firm

Work with the following types of clients

Businesses, Non-Profit Organizations, Individual Investors

Advisory Services Provided

Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Legal Advice and Services, Risk Management

Compliance

Registered Investment Advisor

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFP^®, ChFC^®, AIF^®, CLU^®

Firm Information

Advisor's Number of Clients

Total Assets Under Management by Advisor

$310,000,000

Compensation and Fees

Compensation Methods

Based on Assets, Flat Fee

Minimum Fee Charged for Managed Accounts

Education

BA -

The Ohio State University
-

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1886662/paladinregistry-rebel-Financial-detailed-disclosure.html

Disclaimer

rebel Financial LLC is a registered investment adviser. To see a more detailed description of the company, its management, and practices, view our (Form ADV, Part2A) and Disclosures. Please remember that securities cannot be purchased, sold or traded via e-mail or voice message system.

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Paladin Research Report For:

rebel Financial