Palo Alto, CA Office
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Rebalance LLC
Team
Firm-wide stats for Rebalance LLC
About
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.
Based on Rebalance LLC
Expertise
Based on Rebalance LLC
Location
635 Bryant Street, #6
Palo Alto CA 94301
Advisors at this office
3
Advisors at this office
Svetlana K
Series 65
Palo Alto, CA
Rebalance LLC
Svetlana Kot is a financial advisor at Rebalance LLC in Palo Alto, CA, holding a Series 65 designation with two years of industry experience. Prior to joining Rebalance in 2023, she worked at Eqitrade Limited and has a background including roles at Tulsa Ballet Theatre Inc. and Integrity Gaming Corp. Rebalance LLC provides investment management, financial planning, and decision-support services to individuals, retirement plans, pooled vehicles, and charitable organizations. The firm uses a strategic asset allocation framework focused on ETFs within seven model portfolios and manages approximately $1.56 billion in discretionary assets across several hundred accounts.
Mitchell T
Series 65
Palo Alto, CA
Rebalance LLC
Mitchell Tuchman is a financial advisor at Rebalance LLC in Palo Alto, CA, holding a Series 65 designation with 17 years of industry experience. He has been with Rebalance LLC since 2011 and is also involved with Jacksonnet, LLC since 2000. Rebalance LLC provides investment management, financial planning, and decision-support services to individuals, high-net-worth clients, retirement plans, and pooled vehicles through its Rebalance360 program. The firm uses a strategic asset-allocation framework focused on long-term rebalancing and manages accounts primarily on a discretionary basis.
Sonja B
CFP®, Series 65
Palo Alto, CA
Rebalance LLC
Sonja Breeding is a CFP® with 13 years of industry experience, currently serving as an advisor at Rebalance LLC since 2021. Prior to joining Rebalance, she worked at Homewood Capital Management, Inc. from 2008 to 2021. She holds a California insurance license but is not actively engaged in insurance sales. Rebalance LLC provides investment management, financial planning, and decision-support through its Rebalance360 program to individuals, retirement plans, pooled vehicles, and charitable organizations. The firm manages approximately $1.56 billion in discretionary assets across several hundred accounts, employing a strategic asset allocation framework focused on ETFs and long-term rebalancing.
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