Logan, UT Office

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.