Svetlana Kot
Rebalance · Palo Alto, California
Svetlana Kot is a fee-only financial advisor at Rebalance in Palo Alto, California. Svetlana 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 OK · CRD 7854780 |
| Exams passed | Series 65 (2024) |
| Firm size | 18 employees |
| Disclosures | None reported |
| Website | www.rebalance360.com |
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Questions about Svetlana
Is Svetlana Kot a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Svetlana 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 Svetlana charge for financial advice?
Svetlana charges a percentage of assets.
How much does Svetlana charge?
According to Rebalance's website, checked October 30, 2026: a $1,000,000 asset minimum.
Where is Svetlana Kot based?
Svetlana Kot is based in Palo Alto, California.
What does Svetlana specialize in?
Svetlana's specialties include retirement planning, estate & legacy planning and tax planning. Svetlana works with pre-retirees.
Is Svetlana Kot registered with the SEC?
Yes. Svetlana Kot is registered as an investment adviser representative in OK (CRD 7854780), 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 Svetlana Kot?
Through Svetlana'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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