Mitchell Tuchman
Rebalance · Palo Alto, California
Mitchell Tuchman is a fee-only financial advisor at Rebalance in Palo Alto, California. Mitchell 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 CA, TX · CRD 5580017 |
| Exams passed | Series 65 (2008) |
| Firm size | 18 employees |
| Disclosures | None reported |
| Website | www.rebalance360.com |
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Questions about Mitchell
Is Mitchell Tuchman a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Mitchell 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 Mitchell charge for financial advice?
Mitchell charges a percentage of assets.
How much does Mitchell charge?
According to Rebalance's website, checked October 30, 2026: a $1,000,000 asset minimum.
Where is Mitchell Tuchman based?
Mitchell Tuchman is based in Palo Alto, California.
What does Mitchell specialize in?
Mitchell's specialties include retirement planning, estate & legacy planning and tax planning. Mitchell works with pre-retirees.
Is Mitchell Tuchman registered with the SEC?
Yes. Mitchell Tuchman is registered as an investment adviser representative in CA and TX (CRD 5580017), 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 Mitchell Tuchman?
Through Mitchell'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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