Lauren Simpson
Rebalance · Palo Alto, California
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.
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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 |
| SEC registration | Investment adviser representative in UT · CRD 8308229 |
| Exams passed | Series 65 (2026) |
| Firm size | 18 employees |
| Disclosures | None reported |
| Website | www.rebalance360.com |
Request an introduction to Lauren
Tell Lauren a little about what you're looking for. Lauren isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Lauren
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.
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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