Rebel Financial

rebel Financial: People Before Profits. Innovation Before Tradition.

At rebel Financial, we are redefining what it means to be a Registered Investment Advisor (RIA). We are fee-only, fiduciary, and proudly a Certified B Corporation, meaning we serve our clients—not corporate interests. Unlike most traditional firms, we offer:

🔹 A Multi-Custodian Advantage – Most RIAs use only one custodian (like Schwab or Fidelity). We work with ten custodians, including Altruist, AXOS, Vanguard, Schwab, Fidelity, Gemini, Pontera, Interactive Brokers, and TIAA, giving clients more flexibility, better pricing, and greater investment opportunities.

🔹 Tech-Driven Innovation – With over 80 financial technology vendors, we stay ahead of the curve. We integrate AI, digital assets, and advanced financial planning tools to drive smarter investing, reduce costs, and increase efficiency.

🔹 True Accessibility & Transparency – No account minimums. Transparent, net-worth-based pricing that eliminates much of the conflict of interest of traditional AUM models. Ability to join our free Freemium service level.

🔹 Impact-Driven Investing & Business – We empower clients with values-based investing strategies (ESG, faith-based, etc.). As a Certified B Corp, we also reinvest in our clients, our employees, and our community.

💡 Our Services:

✅ Investment Management (Traditional & Digital Assets)

✅ Comprehensive Financial Planning (Retirement, Tax, Estate)

✅ Business Services (401(k), Bookkeeping, Payroll, Consulting)

✅ Tax Planning & Preparation

✅ ESG & Impact Investing

📍 Join the rebolution in financial planning. Connect with us today.

🔗 Visit our website: rebelfinancial.com