Sarah Brandon
Rebalance · Palo Alto, California
Sarah Brandon is a fee-only financial advisor at Rebalance in Palo Alto, California. Sarah 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 · CRD 5701372 |
| Exams passed | Series 65 (2009) |
| Firm size | 18 employees |
| Disclosures | None reported |
| Website | www.rebalance360.com |
Request an introduction to Sarah
Tell Sarah a little about what you're looking for. Sarah 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 Sarah
Is Sarah Brandon a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Sarah 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 Sarah charge for financial advice?
Sarah charges a percentage of assets.
How much does Sarah charge?
According to Rebalance's website, checked October 30, 2026: a $1,000,000 asset minimum.
Where is Sarah Brandon based?
Sarah Brandon is based in Palo Alto, California.
What does Sarah specialize in?
Sarah's specialties include retirement planning, estate & legacy planning and tax planning. Sarah works with pre-retirees.
Is Sarah Brandon registered with the SEC?
Yes. Sarah Brandon is registered as an investment adviser representative in CA (CRD 5701372), 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 Sarah Brandon?
Through Sarah'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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