Equanimity Wealth
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
22
0% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
22
TypicalAverage account size
$0
About
Equanimity Wealth is a fee‑only registered investment adviser that provides ongoing and project‑based financial planning to individuals, including high‑net‑worth clients and those with business‑ownership or equity‑compensation needs. Its services encompass retirement and estate planning, cash‑flow and debt management, business planning, and access to a professional financial‑planning technology subscription.
The firm does not take custody of client assets or provide discretionary portfolio management; instead it delivers written financial plans and implementation recommendations that clients may execute through custodians of their choice. Investment guidance typically emphasizes passive, asset‑class‑based strategies, and ongoing planning clients receive portfolio management advice as part of the planning engagement rather than through an asset‑management mandate.
Distinctively for an independent adviser, the firm does not charge percentage‑of‑assets‑under‑management fees and does not manage client assets directly, instead using fixed, project, and hourly fees plus a paid technology subscription. It operates as a small, single‑advisor practice led by a CFP‑certified principal, discloses no third‑party compensation, and highlights business‑owner and equity‑compensation planning as areas of emphasis.
Client services
Financial planning
Expertise
Business ownership considerations
Tax strategies for small businesses
College savings (529s, UTMA, etc.)
General estate planning guidance
Cash flow / budgeting
Fee options
Jumpstart one-time fee: $699 (50% due at signing, 50% due on delivery); Project Based Financial Planning fixed fees $2,600 to $6,000
$175 per hour
Technology subscription fee: $35 per month
Fee-only: Ongoing Financial Planning: $399 onboarding fee plus monthly fees of $169-$299 depending on complexity; Project Based Financial Planning fixed fees $2,600 to $6,000; Financial Planning Hourly fee $175 per hour; Technology subscription $35 per month
Main office location
Equanimity Wealth
Glendale CA, United States
Number of offices
1
Most active in
Equanimity Wealth has reported serving >5 clients in these states in the last 12 months.
California · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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