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 15 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 2 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 2 years of experience in the finance industry.

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