rebel Financial is a Registered Investment Advisor (RIA) and operates as a fee-only, fiduciary firm by providing services nationally. rebel serves as an expert that provides financial planning, financial advice, and asset management services to its clients. As a progressive company, rebel offers tiers of services where clients can choose financial planning packages based upon their needs and price range. Alongside offering values-based portfolios such as Christian, Shariah/Halal, and ESG Investing.
Founded in 2013 by Phil Ratcliff, rebel Financial is designed to serve its clients’​ interests before those of large corporate entities. rebel has worked diligently to reduce bureaucracy, increase efficiency, and limit conflicts of interest. Fifteen percent of rebel Financial’s profits go to Ratcliff’s non-profits; The rebel Financial Foundation, to help fund government scientific and health research, and 4Advisors, to help advisors go independent and start their own advisory firms. rebel is able to donate to these non-profits and benefit the local community by hosting various local charity events, such as rebel’s Annual Golf and Sporting Clay Events, along with participating in philanthropic causes such as kiva, Purple Stride, and Speedy Sneakers Racing.
Keywords: financial advisor, financial planning, fee only planning, fiduciary, fiduciary firm, fiduciary financial advisor, RIA, retirement planning, investment planning, holistic planning, holistic financial planning, estate planning, tax preparation, tax planning
Sector: Service with Minor Environmental Footprint
Size: 10-49 employees
B Corp Certified – Impact Score: 104.4
