We are completely transparent and want to provide all clients and potential clients with any pertinent information about us and our firm. Please read below and contact us if you have any additional questions:
Preferred Custodians for Simple rebel, eRebel, Silver, and Gold Clients*
University 403b, 457b, and/or ARP Accounts for eRebel, Silver, and Gold Clients
All other Outside Custodians for Gold Clients only
* Preferred Custodians for NQ and IRA Accounts include Schwab, TD Ameritrade, Lincoln, Jefferson National, and TIAA CREF. ** Discounts may be applied where applicable and when warranted, at the discretion of rebel Financial LLC.
Click below to read any of our disclosures and/or firm brochures:
Fiduciary & Fee-Only Financial Advisors and Planners
rebel Financial is a Registered Investment Advisor that provides retirement planning, estate planning, financial planning and investment management services to it’s individual and institutional clients.
A more detailed description of the company, its management and practices are contained in it’s Firm Brochure (Form ADV, Part 2A).