Rebalance LLC

Rebalance LLC (CRD# 158242) is a financial advisory firm headquartered in Palo Alto, CA. They manage $1,250,020,651 in 1,661 accounts and serve the financial needs of clients across 33 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,250
    MILLION
  • Total Number of Accounts
    1,661
    ACCOUNTS
  • Average Account Value
    $752,571
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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, DC, FL, GA, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, NC, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TX, VA, WA

Financial Advisors at Rebalance LLC
Showing 1 - 7 of 7 top financial advisors.
1
Kathleen K. Anderson
CRD#: 6450134
420 Florence St, Suite 210, Palo Alto, CA 94301

Kathleen Anderson (CRD# 6450134) is an Investment Advisor Representative working at Rebalance LLC in Palo Alto, CA and has over 4 years of experience in the finance industry.

2
Sarah S. Brandon
CRD#: 5701372
420 Florence St, Suite 210, Palo Alto, CA 94301

Sarah Brandon (CRD# 5701372) is an Investment Advisor Representative working at Rebalance LLC in Palo Alto, CA and has over 12 years of experience in the finance industry.

3
Andrew G. Pratt
CRD#: 1087341
420 Florence St, Suite 210, Palo Alto, CA 94301

Andrew Pratt (CRD# 1087341) is an Investment Advisor Representative working at Rebalance LLC in Palo Alto, CA and has over 24 years of experience in the finance industry.

4
Scott D. Puritz
CRD#: 6179412
420 Florence St, Suite 210, Palo Alto, CA 94301

Scott Puritz (CRD# 6179412) is an Investment Advisor Representative working at Rebalance LLC in Palo Alto, CA and has over 7 years of experience in the finance industry.

5
Mitchell J. Tuchman
CRD#: 5580017
420 Florence St, Suite 210, Palo Alto, CA 94301

Mitchell Tuchman (CRD# 5580017) is an Investment Advisor Representative working at Rebalance LLC in Palo Alto, CA and has over 13 years of experience in the finance industry.

6
Christie M. Whitney
CRD#: 3260111
420 Florence St, Suite 210, Palo Alto, CA 94301

Christie Whitney (CRD# 3260111) is an Investment Advisor Representative working at Rebalance LLC in Palo Alto, CA and has over 22 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.

7
Alison M. Cornwell
CRD#: 3127310
420 Florence St, Suite 210, Palo Alto, CA 94301

Alison Cornwell (CRD# 3127310) is an Investment Advisor Representative working at Rebalance LLC in Palo Alto, CA and has over 22 years of experience in the finance industry.

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