Heidi B. Phan

REBALANCE

Boulder, CO

CRD#: 7995228

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Professional summary

Heidi Bao Phan, who also goes by Heidi Phan-peterson, is a registered financial advisor currently at REBALANCE LLC located in Boulder, Colorado.

Heidi is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Heidi has worked at 3 firms .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Heidi Phan-Peterson

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Heidi Bao Phan's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

April 29, 2026 - Present

REBALANCE LLC

RIA

CRD#: 158242

Boulder, CO

Past

February 28, 2025 - February 11, 2026

ILLUMINATION WEALTH MANAGEMENT

RIA

CRD#: 149576

Boulder, CO

Past

December 13, 2024 - January 31, 2025

THE WEALTH CONSERVANCY, INC.

RIA

CRD#: 112024

BOULDER, CO

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

REBALANCE LLC

MR ADVISERS, INC. | REBALANCE LLC | REBALANCE IRA | REBALANCE INC.

CRD#: 158242 / SEC#: 801-72723

RIA

Registered Investment Advisory firm - (9/28/2011 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Colorado
(4/29/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Current Firm

REBALANCE LLC

MR ADVISERS, INC. | REBALANCE LLC | REBALANCE IRA | REBALANCE INC.

CRD#: 158242 / SEC#: 801-72723

RIA

Registered Investment Advisory firm - (9/28/2011 Approved)

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Contact information

Main Address

635 Bryant Street #6, Palo Alto, CA 94301

Mailing Address

4800 Hampden Lane Suite 200, Bethesda, MD 20814

Phone number

(650) 396-3900

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (32 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV FORM 2A (3/26/2025)

Regulatory assets under management

Total Number of Accounts	1,607
AUM (Assets Under Management)	$ 1,558,126,646

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Heidi B. Phan

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Heidi Bao Phan's CRS (Customer Relationship Summary).

Certified licenses

Experience

REBALANCE LLC

ILLUMINATION WEALTH MANAGEMENT

THE WEALTH CONSERVANCY, INC.

Primary Firm SEC Registration

REBALANCE LLC

State Registrations and Notice Filings

Exams

Current Firm

REBALANCE LLC

Contact information

SEC notice filing (32 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

REBALANCE LLC

TRUST BUT VERIFY

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