Daniel Mavraides
Rebalance · Beverly Hills, California
Daniel Mavraides is a fee-only financial advisor at Rebalance in Beverly Hills, California. Daniel charges a percentage of assets (a $1,000,000 asset minimum) and focuses on retirement planning, estate & legacy planning and tax planning.
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Specialties
Who they serve
- Pre-retirees
Facts
| Firm | Rebalance |
|---|---|
| Based in | Beverly Hills, California |
| Fee model | Percentage of assets |
| Fees (firm's website) | A $1,000,000 asset minimum |
| Accepting new clients | Yes |
| Assets under management | $1.93B across 1,727 accounts |
| SEC registration | Investment adviser representative in CA · CRD 7097510 |
| Exams passed | Series 65 (2019) |
| Firm size | 18 employees |
| Disclosures | None reported |
| Website | www.rebalance360.com |
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Questions about Daniel
Is Daniel Mavraides a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Daniel holds no broker registration, and Rebalance reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Daniel charge for financial advice?
Daniel charges a percentage of assets.
How much does Daniel charge?
According to Rebalance's website, checked October 30, 2026: a $1,000,000 asset minimum.
Where is Daniel Mavraides based?
Daniel Mavraides is based in Beverly Hills, California.
What does Daniel specialize in?
Daniel's specialties include retirement planning, estate & legacy planning and tax planning. Daniel works with pre-retirees.
Is Daniel Mavraides registered with the SEC?
Yes. Daniel Mavraides is registered as an investment adviser representative in CA (CRD 7097510), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Rebalance manage?
Rebalance reports $1.93B across 1,727 accounts in assets under management.
How do I contact Daniel Mavraides?
Through Daniel's website, www.rebalance360.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Rebalance website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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