A complete list of active advisors currently associated with Rebalance LLC

Warmer can help you find a great advisor at Rebalance LLC or one who fits your needs even better.

Rebalance provides investment management, financial planning, and decision-support services to individuals, high‑net‑worth clients, retirement plans, and pooled vehicles through its Rebalance360 program (Invest360, Plan360, Advise360). The firm manages both taxable and tax‑deferred accounts, offers a branded 401(k)/pension service (BetterK), and bundles written financial planning for clients meeting its asset threshold. The firm’s investment approach is a strategic asset‑allocation framework that emphasizes long‑term rebalancing and a small universe of ETFs organized into seven model portfolios; a client “diagnostic” (quantitative and qualitative) is used to set risk tolerance and document recommended allocations. Rebalance generally manages accounts on a discretionary basis and directs clients to custody and execution at Charles Schwab or Fidelity. Noteworthy among peers, Rebalance manages a substantially large asset base with a compact advisory team, producing relatively high AUM per advisor and maintaining a broader office footprint than is typical for similar firms. The firm publishes uncompensated client testimonials under the SEC Marketing Rule, uses a formal investment advisory committee to review its models, and offers a separate, more personalized service for a limited number of clients that can include individual equities and fixed‑income holdings beyond the standard ETF models.

To learn more about the advisors currently working at Rebalance LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.