Rebalance Inc.

Rebalance Inc. (CRD# 158242) is a financial advisory firm headquartered in Palo Alto, CA. They manage $334,000,000 in 743 accounts and serve the financial needs of clients across 23 states (or territories).

By the Numbers
  • Total Assets Under Management
    334
    MILLION
  • Total Number of Accounts
    743
    ACCOUNTS
  • Average Account Value
    $449,529
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL, AZ, CA, CO, CT, FL, GA, IL, IN, LA, MA, MD, MN, NC, NJ, NM, NY, OH, OR, PA, TX, VA, WA

Financial Advisors at Rebalance Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Eileen R. McPeake
CRD#: 2175228
530 Lytton Avenue, 2nd Floor, Palo Alto, CA 94301
93
Wealthminder
score

Eileen McPeake (CRD# 2175228) is an Investment Advisor Representative working at Rebalance Inc. in Palo Alto, CA and has over 16 years of experience in the finance industry.

2
Joseph Esparraguera
CRD#: 6382701
530 Lytton Avenue, 2nd Floor, Palo Alto, CA 94301
88
Wealthminder
score

Joseph Esparraguera (CRD# 6382701) is an Investment Advisor Representative working at Rebalance Inc. in Palo Alto, CA and has over 3 years of experience in the finance industry.

3
Scott D. Puritz
CRD#: 6179412
530 Lytton Avenue, 2nd Floor, Palo Alto, CA 94301
88
Wealthminder
score

Scott Puritz (CRD# 6179412) is an Investment Advisor Representative working at Rebalance Inc. in Palo Alto, CA and has over 3 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.