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.
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.
General Information |
| Firm Start Year: | 1923 | |
| Insurance License#: | 643365 |
| Name of Custodial Firm: | TD Ameritrade, Schwab, TIAA CREF |
| Work with the following types of clients: | Individual Investors, Businesses |
| Advisory Services Provided: | Financial Planning, Retirement Planning, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, 401K Rollovers, Financial Planning for Individuals, Financial Planning for Individuals, Legal Advice and Services, Education Funding and Planning |
Services |
| Can meet clients in the following ways: | Email, Phone, Your Home, Video Conference, Video Conference |
Firm Information |
| Advisor's Number of Clients: | 290 |
Compensation and Fees |
| Compensation Methods: | Based on Assets, Flat Fee |
Education |
| BA | The Ohio State University
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Disclosures |
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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. |
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Additional Detailed Disclosures |
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