Rebar & Associates Strategic Services, LLC

Rebar & Associates Strategic Services, LLC acts as a solicitor that refers prospective individual investors to third‑party registered investment advisers for managed account and advisory programs rather than managing client assets itself. The firm facilitates introductions and provides prospective clients with disclosure documents and program materials, while advisory services and account custody are provided directly by the selected third‑party advisers.

Rebar conducts due diligence on participating advisers — verifying licensure, evaluating reputation, product breadth and pricing — and restricts its role to referral activities; it does not provide investment advice, accept custody, or exercise discretionary authority over client accounts. The firm is compensated by the third‑party advisers through referral arrangements and does not bill advisory clients directly.

A distinctive feature of Rebar is its affiliation with tax and accounting practices: the principals are active CPAs who devote most of their time to tax and accounting services and may refer tax clients into the advisory referral program, an arrangement the brochure highlights as a primary source of referrals. Unlike many firms in this category, Rebar itself does not charge percentage‑of‑assets‑under‑management fees and maintains formal solicitation agreements with large broker‑dealers (for example, UBS and RBC); the firm discloses the potential for compensation‑related conflicts and documents steps to inform prospective clients and preserve choice.