Heidi Phan
Rebalance · Palo Alto, California
Heidi Phan is a fee-only financial advisor at Rebalance in Palo Alto, California, who holds the CFP credential. Heidi 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 | Palo Alto, 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 |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CO · CRD 7995228 |
| Firm size | 18 employees |
| Disclosures | None reported |
| Website | www.rebalance360.com |
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Questions about Heidi
Is Heidi Phan a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Heidi 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 Heidi charge for financial advice?
Heidi charges a percentage of assets.
How much does Heidi charge?
According to Rebalance's website, checked October 30, 2026: a $1,000,000 asset minimum.
Where is Heidi Phan based?
Heidi Phan is based in Palo Alto, California.
What does Heidi specialize in?
Heidi's specialties include retirement planning, estate & legacy planning and tax planning. Heidi works with pre-retirees.
What credentials does Heidi Phan hold?
Heidi Phan holds the CFP credential.
Is Heidi Phan registered with the SEC?
Yes. Heidi Phan is registered as an investment adviser representative in CO (CRD 7995228), 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 Heidi Phan?
Through Heidi'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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