Taking care of the team:

Studies have shown that once individuals reach ~$70,000 of compensation that monetary concerns cease to be the motivating factor in occupational/professional decision-making/happiness. We strive to help our team members reach this point as quickly as possible and then focus on increasing  financial security by offering great benefits and structuring our business to weather recessions and unexpected jolts to avoid lay-offs rather than near-term profit maximization. Furthermore, we want to foster a culture that embraces continual growth and offers all of our team members the ability to dedicate their professional life to work worth doing. We also emphasize collective responsibility and ownership as the most efficient way to run a business that balances the needs of all stake-holders. To sum this up, our business model is about maximizing giving, not taking:


  • Base Compensation

    At rebel Financial we offer a competitive base salary which is payed weekly. However, we do not hide the fact that we are a little on the lower side of this equation because we offer our team members bonus, profit sharing, and the ability to earn equity.

  • Bonus Opportunities:

    Bonus is a standardized and transparent process at rebel Financial, which is calculated daily, based on performance and contribution to the company, and paid out monthly. There are no caps to our bonus structure as we believe team members should be rewarded consummately with their efforts and contributions.

    Occasionally, team members may significantly exceed expectations and/or make an extraordinary contribution to the firm. In these circumstances, an additional bonus is warranted and we will ensure that they are rewarded appropriately and equitably.

  • Profit Sharing

    Ideally, the corporate structure is organized to give 20% of profits to charity and 30% to team members based on position, contribution, and tenure. Currently, as a fast growing company, we re-invest most profits back into the company to continue to grow and hire new talent. However, we still contribute to our charities and make a retirement plan profit sharing contribution in most years.

  • Equity Opportunities:

    The general idea of rebel Financial is to be an employee owned venture in which all team members care greatly about the welfare of the business and the exceptional service we provide to clients. While we do not give equity away or offer this privilege lightly, there is a concrete way to firm ownership for any employee that works diligently, contributes substantially to our growth, and displays a long-term commitment to being a part of our team.


  • Health Insurance - QSEHRA

    As a small company, group health insurance plans can be quite expensive and not necessarily efficient for our business or our team members. Thus, we do not offer a group health insurance plan. However, we help our team members to find the best coverage whether it is joining a spouses’ plan, enrolling in a private plan, or enrolling through the ACA exchange. Additionally, we offer a QSEHRA to provide up to $300/mo in tax free premium reimbursement.

  • HSA

    We also make matching contributions to our team member’s HSA accounts. We make a monthly match to your HSA based on employee tenure up to $200/mo.

  • Retirement

    We maintain a generous 401k & Profit Sharing plan that matches 4% safe harbor on the first 5% of employee contributions and an additional 0.25% up to 15%. We make an additional profit sharing contribution at the end of the year, depending on the performance of the firm.

  • Sick & Vacation Time

    We offer a base 1 week sick time per year (increases to 2 years after the 1st year) with 1 weeks of paid vacation per year of tenure (up to 6 weeks total). So after 5 years tenure you would have 8 weeks of PTO! Additionally, we are very flexible with work schedules, additional non-paid sick, and vacation time as long as you coordinate with your team leader so that it does not negatively impact the firm.

  • Access to Group Life Insurance and Disability Insurance

    You may apply for Life insurance after 90 days of employment and you will receive guaranteed acceptance between 90-150 days of employment on up to $250,000 of life insurance.

    You may apply for disability insurance after 90 days of employment and you will receive guaranteed acceptance between 90-150 days of employment on up to a maximum amount based on your income.

  • Discounted Legal and Security Protection

    Instead of paying a lawyer expensive hourly fees, you pay a small monthly fee and get access to experienced attorneys that can help you with any legal issue. LegalShield also offers a second service, IDShield, an identify protection service. Both of these services are discounted through rebel Financial and come with membership perks.

  • Free investment management and financial planning

    Lastly, we offer our services to team members free of charge, which includes investment management, financial planning and any/all of our client service tools. This is a tremendous value that all team members should leverage and not take lightly.