Matthew Jude
Rebalance · Sacramento, California
Matthew Jude is a fee-only financial advisor at Rebalance in Sacramento, California, who holds the CFP credential. Matthew 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 | Sacramento, 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 CA · CRD 6987303 |
| Exams passed | Series 65 (2020) |
| Firm size | 18 employees |
| Disclosures | None reported |
| Website | www.rebalance360.com |
Request an introduction to Matthew
Tell Matthew a little about what you're looking for. Matthew 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 Matthew
Is Matthew Jude a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Matthew 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 Matthew charge for financial advice?
Matthew charges a percentage of assets.
How much does Matthew charge?
According to Rebalance's website, checked October 30, 2026: a $1,000,000 asset minimum.
Where is Matthew Jude based?
Matthew Jude is based in Sacramento, California.
What does Matthew specialize in?
Matthew's specialties include retirement planning, estate & legacy planning and tax planning. Matthew works with pre-retirees.
What credentials does Matthew Jude hold?
Matthew Jude holds the CFP credential.
Is Matthew Jude registered with the SEC?
Yes. Matthew Jude is registered as an investment adviser representative in CA (CRD 6987303), 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 Matthew Jude?
Through Matthew'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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