# Lauren Simpson

> Lauren Simpson is a fee-only financial advisor at Rebalance in Palo Alto, California. Lauren charges a percentage of assets (a $1,000,000 asset minimum) and focuses on retirement planning, estate & legacy planning and tax planning.

Page: https://find.wellspent.co/advisors/lauren-simpson/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## 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 (firm's website)
- **Assets under management (firm):** $1.93B across 1,727 accounts
- **Specialties:** Retirement planning, Estate & legacy planning, Tax planning
- **Works with:** Pre-retirees
- **CRD:** 8308229 (https://adviserinfo.sec.gov/individual/summary/8308229)
- **SEC registration:** Investment adviser representative in UT
- **Exams passed:** Series 65 (2026)
- **Firm size:** 18 employees
- **Disclosures:** None reported
- **Website:** http://www.rebalance360.com

## Frequently asked questions

### Is Lauren Simpson a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Lauren 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 Lauren charge for financial advice?

Lauren charges a percentage of assets.

### How much does Lauren charge?

According to Rebalance's website, checked October 30, 2026: a $1,000,000 asset minimum.

### Where is Lauren Simpson based?

Lauren Simpson is based in Palo Alto, California.

### What does Lauren specialize in?

Lauren's specialties include retirement planning, estate & legacy planning and tax planning. Lauren works with pre-retirees.

### Is Lauren Simpson registered with the SEC?

Yes. Lauren Simpson is registered as an investment adviser representative in UT (CRD 8308229), 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 Lauren Simpson?

Through Lauren's website, www.rebalance360.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/8308229): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://rebalance360.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.