Rebalance LLC

Rebalance LLC (CRD# 158242) is a financial advisory firm headquartered in Palo Alto, CA. They manage $549,107,534 in 1,156 accounts and serve the financial needs of clients across 31 states (or territories).

By the Numbers
  • Total Assets Under Management
    549
    MILLION
  • Total Number of Accounts
    1,156
    ACCOUNTS
  • Average Account Value
    $475,007
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AL, AZ, CA, CO, CT, FL, GA, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, NC, NH, NJ, NM, NY, OH, OR, PA, RI, SC, TX, VA, WA

Financial Advisors at Rebalance LLC
Showing 1 - 6 of 6 top financial advisors.
1
Christie M. Whitney
CRD#: 3260111
530 Lytton Avenue, 2nd Floor, Palo Alto, CA 94301
96
Wealthminder
score

Christie Whitney (CRD# 3260111) is an Investment Advisor Representative working at Rebalance LLC in Palo Alto, CA and has over 18 years of experience in the finance industry. Christie Whitney has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Sarah S. Brandon
CRD#: 5701372
530 Lytton Avenue, 2nd Floor, Palo Alto, CA 94301
93
Wealthminder
score

Sarah Brandon (CRD# 5701372) is an Investment Advisor Representative working at Rebalance LLC in Palo Alto, CA and has over 8 years of experience in the finance industry.

3
Mitchell J. Tuchman
CRD#: 5580017
530 Lytton Avenue, 2nd Floor, Palo Alto, CA 94301
93
Wealthminder
score

Mitchell Tuchman (CRD# 5580017) is an Investment Advisor Representative working at Rebalance LLC in Palo Alto, CA and has over 9 years of experience in the finance industry.

4
Joseph Esparraguera
CRD#: 6382701
530 Lytton Avenue, 2nd Floor, Palo Alto, CA 94301
90
Wealthminder
score

Joseph Esparraguera (CRD# 6382701) is an Investment Advisor Representative working at Rebalance LLC in Palo Alto, CA and has over 3 years of experience in the finance industry.

5
Scott D. Puritz
CRD#: 6179412
530 Lytton Avenue, 2nd Floor, Palo Alto, CA 94301
90
Wealthminder
score

Scott Puritz (CRD# 6179412) is an Investment Advisor Representative working at Rebalance LLC in Palo Alto, CA and has over 3 years of experience in the finance industry.

6
Kathleen K. Anderson
CRD#: 6450134
530 Lytton Avenue, 2nd Floor, Palo Alto, CA 94301
89
Wealthminder
score

Kathleen Anderson (CRD# 6450134) is an Investment Advisor Representative working at Rebalance LLC in Palo Alto, CA and has over 3 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.