Advisor at Equinox Financial Advisors, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Equinox Financial Advisors, Inc.
Location
Manchester Center, VT 05255
Credentials
CFP®, Series 63, Series 65
Industry experience
8 years
Tyson Fielding is a CFP® professional with eight years of industry experience, currently serving as the sole advisor at Equinox Financial Advisors, Inc. He has worked at Equinox since 2012 and is also involved with T&E Fielding Corp. Outside of his advisory role, he serves as Treasurer of Main Street Hockey Club, Inc. and is a board member of the Mt. Laurel Foundation. Equinox Financial Advisors provides wealth management, investment management, financial planning, and in-house tax preparation services to individuals, trusts, estates, businesses, nonprofits, and charitable organizations. The firm builds customized, primarily long-term portfolios using low-cost, diversified mutual funds and ETFs, supplemented by individual securities when appropriate, and manages approximately $95.5 million for over 300 clients.
Based on Equinox Financial Advisors, Inc.
$0 - $1,000,000: 1.00% annually $1,000,000 - $3,000,000: 0.50% annually $3,000,000+: 0.25% annually
Up to $500 per hour, negotiable based on complexity and relationship
Account minimum: $25,000
16 Lincoln Avenue
Manchester Center, VT 05255
Florida · New York · North Carolina · Texas · Vermont
T&E Fielding Corp
2021 - Present (5 years)
Equinox Financial Advisors, Inc.
2012 - Present (14 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
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.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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