Welcome To rebel Financial Silver

Our Silver rebel clients are on-going clients of our firm that receive the highest level of investment management and financial advice (short of formal financial planning and 3rd party resources).  Our Silver rebel model is a unique service level that most companies do not offer because they fail to differentiate between client’s that want someone to help them with their investment management and general investment questions versus clients that want full-service financial planning.  Ironically, most firms charge for the full-service model but actually give the vast majority of their clients a Silver service level and many more will only sell you a product, never to be heard from again…

In recognition that many of our clients only need asset management and basic guidance, but still want the best service and support, we have created this plan to discount you for saving us the time and expense of creating a comprehensive financial plan while offering more service and choice than our eRebel service level.

rebel Financial is a truly independent financial firm that specializes in investment management and financial planning, dedicated to serving the best interests of our clients above all other considerations.

  • All CFP advisors.*
  • We are "Fee-Only."
  • Always a Fiduciary to clients.

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*Support advisors may be in the certification process or fulfilling their 3yr experience requirement to use CFP marks.

What makes us different?

  • Professional excellence

    Financial plans are always completed by Certified Financial Planners (CFP) who all have at least a BA/BS and we require at least 60 hours of continuing education per year.

  • Cutting edge technology

    As a smaller company, freed from the bureaucratic gridlock of most large institutions, we implement the newest technology years before most of our competitors to build your plan with the best available tools.

  • Discretionary investment management

    We take the additional care and liability to manage your investments with discretion, which means that we make changes to your accounts when they need rebalanced, without bothering you, and we take personal responsibility rather than asking our clients to rubber stamp every decision to avoid responsibility.

  • Fee-only & a Fiduciary

    Fee-only means that we only accept compensation from our clients and do not accept compensation from 3rd parties and, as a fiduciary, we always represent our clients’ best interests 1st.

  • Freedom: Hire us on your own terms

    Whether you want a one-time fee for advice/plan or want to hire us for the long-term, you are free to choose from multiple plans under either arrangement that fits your particular need.

  • Transparent pricing

    We are open and transparent in our pricing. We disclose our fees and help our clients to understand their total costs  so they can accurately judge the value of our services.

What Our Clients Say!

Green-Quotations-100x92Unfortunately, we are prohibited from posting testimonials/reviews on our website by the SEC and the state regulatory authorities. However, we are allowed to have reviews on 3rd party sites on which we have no ability to manipulate them in our favor so that both positive and negative reviews can be equally evaluated by potential clients.Please view our reviews on Google Reviews by clicking here.

What is included as a Silver rebel Client?

  • Manage Investments Directly

    We watch your investments closely and manage with discretion per your investment objectives. You must use one of our preferred custodians.

    This also includes employer accounts through TIAA CREF & Fidelity, if eligible at your employer.

  • 24/7 Access to Financial Advice:

    We will always take questions from you to help you streamline your financial situation.

  • 2 On-Demand Meetings

    We take the additional care and liability to review your progress and performance and make sure your money is working for you. You’ll review your progress with these 2 on-demand meetings with our advisors.**

  • Ability to upgrade to our Gold rebel

    As you grow, we will grow with you! You may upgrade at anytime without loss of continuity or any data.***

  • Tax Loss/Gain Harvesting

    In coordination with your tax professional, we will try to maximize realizing gains and losses in your portfolio at advantageous times.

  • Management of held-away assets

    We’ll even handle those accounts not directly held with our custodians, so you don’t have to be 2 places at once!*

  • Fee-Waiver for Business Services

    For our business clients, get up to two quarters of advisory AUM fee-waiver to reimburse any business services elected.

How much does it cost?

The cost is $75/mo. plus our asset management fee schedules below.  This subscription fee is currently waived if you have more than $250,000 in Assets Under Management (AUM):

* Preferred Custodians for NQ and IRA Accounts include TD Ameritrade, Jefferson National, and TIAA CREF.
** Discounts may be applied where applicable and when warranted, at the discretion of rebel Financial LLC.

For Example:

So, for example:

  • You have $100,000 in AUM in a University 403b with TIAA CREF then you would pay:
    • $75/mo. via PayPal from any credit card, checking, or savings account of your preference.
    • Plus 0.7% of $100,000 out of your accounts, which comes to $175 deducted quarterly.***
  • You , as a household, keep $750,000 in AUM in various accounts through TD Ameritrade then you would pay:
    • 0.7% of $750,000 out of your accounts, which comes to $1,500.00 deducted quarterly.***

***This is an example for illustrative purposes only and your account value(s) will fluctuate over the year giving slightly different charges based on market performance.

Children putting money into the piggy bank

More Client Reviews!

Green-Quotations-100x92Again, we are prohibited from posting testimonials/reviews on our website by the regulatory authorities. However, we believe that our clients' experiences and insights are an important part of evaluating whether you would like to hire us as your investment/planning advisor. We invite you to inspect our reviews on Angie's List by clicking here.

Process to Becoming a Silver rebel Client

  1. Select the “Join Now” button below.
  2. You will be re-directed to a online scheduling page where you may book your initial appointment immediately (Choose the “Prospective Client” option).
  3. Once you book your appointment, you will be redirected to a short, new client questionnaire (2 minutes to complete).
  4. We will contact you before our initial meeting, within 2 business days, to discuss your situation briefly and supply you with the information that you will need to collect and bring with you to your first appointment.
  5. 1st Appointment: Is basically an appointment for you to interview us to see if you’d like to hire us and an opportunity for us to do the same to make sure that we will have a productive relationship.
  6. If you decide to hire us and we accept you as a client, then we will move forward with the financial planning and asset transfers necessary for your unique situation.

Ready to get started with your 30-day Trial?