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rebel Financial

rebel Financial

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Paladin Registry Member

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Paladin Research Report For:

rebel Financial

rebel Financial

rebel Financial, a financial fiduciary has been a Paladin Registry member since 2014. Phil is the owner of rebel Financial. Phil provides financial services to clients in the Groveport, Ohio area.

I. Snapshot

A. Registry Member
  • Since 2014
B. Years of Experience
  • 12
C. College Degrees
  • The Ohio State University - BA
D. Certifications
  • None
E. Financial Fiduciary
  • Yes
F. Business Philosophy
  • Read Business Philosophy

    rebel Financial is a truly independent Registered Investment Advisor (RIA). We do not work for any large investment firm or insurance company and we represent the best interests of our clients first. rebel Financial stands for doing the right thing for people in an industry that has become almost entirely concerned with their own profit margins. This is our fundamental rebellion, that we care more about our clients well-being than our own profit margins, and hence why we are rebel Financial.

G. Asset Requirement
  • None

II. Contact Information

A. Key Contact
  • W. Phil Ratcliff
B. Main Location
  • 5940 Clyde Moore Dr
    Groveport, Ohio, 43125
C. Telephone
  • 614.441.9605 ext. 1
D. Comments
  • rebel Financial was founded on the premise that investors deserve fiduciary advice so that their investment and financial planning professionals are required to give them advice that puts their clients' interests before their own. Unfortunately, the financial industry cannot maximize profitability giving fiduciary advice. That's why we're "rebel" financial, because we believe in putting "people before profits" always! Give us a call, email us or chat with us on our website to experience the difference.

III. Internet

A. Visit Website
B. Social Connections

IV. Firm(s)

A. Name of Firm
  • rebel Financial
B. Relationship to Firm
  • Owner
C. Name of RIA
  • rebel Financial
D. Name of Broker/Dealer
  • None
E. Name(s) of Custodian(s)
  • TD Ameritrade
  • Schwab
  • TIAA CREF

V. Credentials

A. Years of Financial Experience
  • 12 Years
B. College, Degrees, Years
  • The Ohio State University - BA
C. Current Certifications
  • None
D. Financial Industry Associations (Active Memberships)
  • FPA
  • NAPFA

VI. Registration, Licensing,
Compliance

A. RIA/IAR Registration
  • RIA
B. Type of RIA Registration
  • State - Ohio
C. Industry Licenses
  • RIA/IAR Registration
  • Insurance License(s)
D. Registration & License Numbers
  • CRD: 168263
  • IARD: 4716667
  • Insurance: 643365
E. State Licences
  • Financial Advice, Services for Fees: All 50 States
  • Insurance Products for Commission: Ohio
F. Compliance Record (Investment)
  • No Disclosures
G. Compliance Record (Insurance)
  • No Disclosures
H. Criminal Disclosure(s)
  • None
I. Additional Disclosure(s)
  • rebel Financial LLC is a registered investment adviser. A more detailed description of the company, its management and practices are contained in its "Firm Brochure... View More
    rebel Financial LLC is a registered investment adviser. A more detailed description of the company, its management and practices are contained in its "Firm Brochure (Form ADV, Part 2A)", which can be obtained by calling us at 614-441-9605 or at our website https://rebelfinancial.com
J. View our ADV(s)
K. Links

VII. Business Data & Practices

A. Business Philosophy
  • Read Business Philosophy

    rebel Financial is a truly independent Registered Investment Advisor (RIA). We do not work for any large investment firm or insurance company and we represent the best interests of our clients first. rebel Financial stands for doing the right thing for people in an industry that has become almost entirely concerned with their own profit margins. This is our fundamental rebellion, that we care more about our clients well-being than our own profit margins, and hence why we are rebel Financial.

B. Minimum Asset Requirement
  • None
C. Number of Current Clients
  • 290
D. Assets (Management, Advisement)
  • $125,000,000
E. Methods of Compensation
  • Fixed Fee
  • Asset-Based Fee
F. Methods of Communication
  • Face-to-Face Meetings
  • Telephone
  • Email
  • Skype/Voice
  • Skype/Video
  • GoToMeeting (or similar service)
G. Types of Reports (Frequency)
  • Performance (Quarterly)
  • Brokerage Statement (Monthly)
  • Market Environment (Quarterly)
  • Newsletters (Monthly)
H. Second Language(s)
  • No
I. Value Statement
  • View Value Statement
    1) Fee-only, which means we are only compensated by clients and take no monies from 3rd party investment/mutual fund/insurance firms. 2) Always a Fiduciary to our clients. 3) Technologically progressive. 4) No restrictive contracts or termination fees.

VIII. Clients & Services

A. Types of Clients
  • Individuals & Couples (Working)
  • Individuals & Couples (Retired)
  • Business Pension Plans
  • Business (Taxable)
  • Endowments & Foundations
  • Public Pension Plans
B. Types of Financial Services
  • Planning Advice & Services
  • Investment Advice & Services
  • Insurance Products
  • Tax Advice & Services
  • Other
  • Legal Advice & Services
C. Discretionary Asset Management
  • Yes
D. Limited Engagement Services
  • Planning Only
  • Financial Plan Reviews
  • Investment Portfolio Reviews
E. Comments
  • Fidelity, Jefferson National, & Lincoln

IX. Certification

Advisor Name
  • Phil Ratcliff
Most Recent Update:
  • Sep 25, 2019

BASIC INFORMATION NEEDED FOR THE INQUIRY

Other

Business planning