VETTED

W. Phil Ratcliff

AIF^®, ChFC^®, CLU^®, CFP^®

Tel: 614-441-9605 5940 Clyde Moore Dr Suite C Groveport, OH 43125

About W. Phil Ratcliff

President and Senior Advisor, W. Phil Ratcliff, is a Certified Financial Planner® (CFP) and the founder of rebel Financial, a financial firm that he started in 2013 that has grown into one of the largest Fee-Only RIAs in the Midwest and fastest organically growing in the country. Phil's hard work, charisma, and true passion for his business have helped him build rebel from the ground up with the unique objective (at least in the financial world) to put People before profits. He specializes in advanced planning (such as executive benefits, stock options, charitable giving, and complex estate/tax planning) and building the business processes that are continuing to drive the firm forward to new heights to deliver ever more value to our clients.

About rebel Financial

rebel Financial is a truly independent Registered Investment Advisor (RIA). We do not work for any large investment firm or insurance company and we represent the best interests of our clients first. rebel Financial stands for doing the right thing for people in an industry that has become almost entirely concerned with their own profit margins. This is our fundamental rebellion, that we care more about our clients well-being than our own profit margins, and hence why we are rebel Financial.

See Disclosures

General Information

Firm Start Year:

2013

No. of Employees:

10-19 Employees

Insurance License#:

643365

Name of Custodial Firm:

TD Ameritrade, Schwab, TIAA CREF

Number of Years with Current Firm:

Work with the following types of clients:

Businesses, Individual Investors, Non-Profit Organizations

Advisory Services Provided:

401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Insurance Products & Annuities, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Legal Advice and Services

Services

Investment Types:

Insurance, Annuities, Stocks, Bonds, Mutual Funds, Mortgages & Real Estate, Alternative Investments, Exchange Traded Funds (ETFs), Socially Responsible Investments (SRI)

Preferred meeting methods

Can meet clients in the following ways:

Your Home, Our Office, Phone, Email, Video Conference

Compensation and Fees

Compensation Methods:

Based on Assets, Flat Fee

Minimum Fee Charged for Managed Accounts:

Firm Information

Advisor's Number of Clients:

500

Total Assets Under Management by Advisor:

$310,000,000

Education

BA:

The Ohio State University

Disclosures

WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures

https://www.wiseradvisor.com/disclosure/1886662/wiseradvisor-rebel-financial-detailed-disclosure.html

Disclaimer

rebel Financial LLC is a registered investment adviser. To see a more detailed description of the company, its management, and practices, view our (Form ADV, Part2A) and Disclosures. Please remember that securities cannot be purchased, sold or traded via e-mail or voice message system.

21 Years of Experience

CRD# 4716667 Firm CRD# 168263Insurance License# 643365

Compliance

Registered Investment AdvisorYes

Investment Advisor RepresentativeYes

Acknowledged fiduciaryYes

Compliance Disclosures in Last 5 yearsI have a clean record

Criminal Disclosures in Last 5 yearsI have a clean record

Office Hours

Monday9:00 AM - 5:00 PM

Tuesday9:00 AM - 5:00 PM

Wednesday9:00 AM - 5:00 PM