Guides › Financial Advisor Fees
Updated September 28, 2026. Quick answer: Rebalance discloses a tiered schedule starting at 0.75% in its Client Brochure (March 15, 2026). Converted to dollars, that runs $3,750 a year on a $500,000 account; see the full table below for $250,000, $1 million and $2 million.
Fee schedules at comparable advisory firms: Northwestern Mutual Fees (2026), OnePoint BFG Wealth Partners Fees (2026) and Park Avenue Securities Fees (2026).
The published numbers
From the Client Brochure (March 15, 2026): “Rebalance’s annual advisory fees for new client accounts for the Rebalance360 service (as a percentage of total assets under management) are as follows: Up to $5,000,000 Up to $1m 0.75% $1m-$2m 0.65% $2m-$5m 0.50% Over $5,000,000 Up to $7.5m 0.50% $7.5m-$15m 0.25% Over $15m 0.12%”
Note: CRD 158242 independently re-verified ACTIVE/isSECRegistered=Y, SEC-approved since 9/28/2011; the legal entity is Rebalance, LLC. The brochure’s current branded offering is called Rebalance360 (operated under the Rebalance IRA marketing name); Rebalance360 accounts carry a $1,000,000 minimum the firm says it may waive at its discretion, so the two lower benchmark balances used here fall below that stated minimum. The brochure also notes Rebalance may adjust fees from this standard schedule at its discretion.
- Up to $1 million: 0.75%
- $1 million to $2 million: 0.65%
- $2 million to $5 million: 0.50%
- $5 million to $7.5 million: 0.50%
- $7.5 million to $15 million: 0.25%
- Over $15 million: 0.12%
What you would pay
| Account balance | Annual fee (dollars) | Effective rate |
|---|---|---|
| $250,000 | $1,875 | 0.75% |
| $500,000 | $3,750 | 0.75% |
| $1,000,000 | $7,500 | 0.75% |
| $2,000,000 | $14,000 | 0.70% |
The schedule prices assets in successive bands from zero upward, so a balance is charged each band’s own rate only for the portion of assets that falls within that band; both lower benchmark balances stay entirely inside the first band, while the $2,000,000 balance is split across the first two bands.
How this compares
Our benchmark of published adviser fee schedules puts the weighted median annual cost near $2,000 to $2,500 on $250,000 (the benchmark). At $500,000, Rebalance’s own published rate runs $3,750 a year.
Comparing Rebalance against a full move? Read the general mechanics of switching financial advisors, or use a dated termination letter once you decide.
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- Client Brochure (March 15, 2026): https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1035642
- SEC Investment Adviser Public Disclosure, Rebalance, LLC (CRD #158242): https://adviserinfo.sec.gov/firm/summary/158242
- Rebalance, LLC, SEC Form ADV filing: https://reports.adviserinfo.sec.gov/reports/ADV/158242/PDF/158242.pdf
Methodology. This page was built September 28, 2026, drawing on Rebalance’s own SEC-filed disclosure and, where cited, its published fee schedule, with sources linked above; any figure we could not independently confirm this session is named as an honest gap rather than presented as verified. Nothing here is personalized financial, tax, legal, or investment advice. See our Editorial Policy, Corrections, Affiliate Disclosure, and Disclaimer.
Thinking about leaving Rebalance instead of pricing what you would pay to stay? See what it costs to leave, or read the general mechanics of switching financial advisors.
Weighing whether to move ahead? Read the full Rebalance review.
Is Rebalance a fiduciary? See what its own Form CRS says, and how that compares to what you would pay.
What does it take to open an account? See Rebalance’s minimum investment, straight from its own Form ADV Part 2A brochure.