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- Custodian
- Axos · Charles Schwab & Company · Fidelity/NFS · Interactive Brokers · TD Ameritrade · Tiaa
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-27-2013
- Office Locations
- 1
Office Locations
About Rebel Financial, LLC
rebel Financial is a fee-only, fiduciary RIA providing comprehensive financial planning (retirement and estate planning) and ongoing investment management for individual and institutional clients. The firm emphasizes values-aligned investing and corporate accountability, with all advisors required to be CFP professionals and NAPFA-aligned. A Certified B Corp, it also offers digital portals and a freemium self-help tier (with AI in development) to make planning more accessible.
Team overview
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Asset Classes
Client Personas
CRM
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
WILLIAM PHILLIP RATCLIFF
Chief Compliance Officer, Managing Member, President, Senior Advisor
- CRD
- #4716667
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Case Richard Belger
Certified Financial Planner
- CRD
- #7941519
Franco Iozzo
Investment Management Analyst
- CRD
- #7535642
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $358,157,367 | $203,614 |
| Non-Discretionary | $12,333,441 | $1,541,680 |
| Total | $370,490,808 | $209,672 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Private Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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