Firm
Rebalance
Palo Alto, California
Fee-only
Facts
| Based in | Palo Alto, California |
|---|---|
| Website | rebalance360.com |
| [email protected] | |
| Phone | (650) 396-3900 |
Rebalance fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Account minimum | $1,000,000 |
|---|---|
| How it charges | Percentage of assets |
In the firm's words
"The minimum size portfolio to get started is $1 million." source
"the only compensation we receive is the advisory fee you pay us" source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Fixed fees |
|---|---|
| Assets managed | $1.9 billion |
| Individual clients | 439 |
| Financial planning | Offered |
| Form ADV filed | July 30, 2026 |
| SEC record | CRD 158242 |