A complete list of active advisors currently associated with rebel Financial, LLC

Warmer can help you find a great advisor at rebel Financial, LLC or one who fits your needs even better.

rebel Financial serves individual and high‑net‑worth investors as well as pension/profit‑sharing plans and corporate clients, providing investment management alongside comprehensive financial planning, retirement, business and estate planning. In addition to portfolio management for individuals, the firm offers tax preparation, bookkeeping, and payroll services as part of its advisory offerings. The firm combines fundamental analysis and modern portfolio theory in discretionary portfolio management and makes advice available through multiple tiered service programs and lower‑cost digital tools, with fees charged on a recurring monthly basis in advance. rebel Financial also manages held‑away assets using a third‑party platform and draws on Morningstar research and outside subadvisors when specialized expertise is needed. Noteworthy distinctions for a team firm of this size include its in‑house and third‑party tax/accounting services and business bookkeeping/payroll offerings, a subscription‑style service structure with freemium tools, and explicit use of third‑party solicitors and marketing practices that include testimonials, third‑party ratings, and educational seminars/workshops. These combinations of service lines and marketing approaches are less common among similarly sized advisory teams.

To learn more about the advisors currently working at rebel Financial, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.