What rebel Financial can do for you
and how were different from the competitors
Fiduciary Advisor that works for YOU
Not for investment or insurance companies
*rebel Financial is an independent investment advisor and not affiliated with any of the retirement plan providers.
Choose how you want to work with us
Select the service level you want to use.
Already have accounts for TIAA or Fidelity? Great! We can manage those for you. If not, we will work with your to transfer your accounts to TIAA or Fidelity.
Choose one of these three steps:
*Plus, our fee schedule on assets under management (AUM). The monthly fee is waived once you have more than $250,000 AUM. Universities without fee billing pay via monthly deduction from paypal with a 10% discount.
After you decide to move forward, we will send you a client agreement and coordinate with you to build your financial plan. There may be extra steps depending on your individual circumstances.