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Equilibrium Financial Planning

Updated today

Total assets under management

$13,130,000

Total clients

13

23% high-net worth

Total advisors

2

of 2 employees

Firm size

Supported

1-3 advisors, or $200M+ in AUM

Average clients per advisor

7

Average account size

$1,010,000

Client services

Financial planning Portfolio management

Fee options

Fixed

Fixed fees for Project-Based Financial Planning range from $4,000 to $8,000, negotiable based on complexity

Percentage

$0 - $500,000: 1.50% Greater than $500,000 - $1,000,000: 1.25% Greater than $1,000,000 - $2,000,000: 1.00% Greater than $2,000,000 - $3,000,000: 0.85% Greater than $3,000,000 - $5,000,000: 0.75% Greater than $5,000,000 - $10,000,000: 0.65% Greater than $10,000,000 - $15,000,000: 0.55% Greater than $15,000,000+: 0.45%

Project-based

$400 per hour for Project-Based Financial Planning

Other

Minimum fee: $5,000 minimum annual fee, may be reduced or waived at firm's discretion Fee-only: Fee-only firm; compensated solely by client fees with no commissions or sales-related compensation

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Main office location

Equilibrium Financial Planning

Kenner LA, United States

Number of offices

1

Advisors at this firm

Eric J

CFP®, EA

Kenner, LA

Equilibrium Financial Planning

My wife, Rachael Johns, J.D., and I founded Equilibrium Financial Planning to help New Orleans retirees and pre-retirees with $1 million or more pay less in taxes, know how much they can safely spend, and optimize their investments for lasting retirement confidence. We understand this stage of life brings unique opportunities and complex challenges, which is why we serve as your personal Chief Financial Officer (CFO) so that you can realize your vision for retirement. As a fee-only fiduciary, we are bound to the highest duty of care, are never paid a commission, and have a legal obligation to provide unbiased and trustworthy financial advice. We prioritize integrity and transparency as we help you achieve your financial goals. At Equilibrium, our mission is simple: to help you retire with confidence by balancing what you spend, what you save, and what you keep after taxes. On the personal side, I used to play rugby for Jesuit High School and then while at LSU from 2005-2010. I now enjoy coaching youth sports for our 10 year old twins, Adam and Zoey, and playing chess with our 12 year old, Connor. I relish playing video games, particularly those made by Blizzard, and my ideal Saturday night is a sushi dinner and gaming session. I have collected and played Magic the Gathering intermittently since being introduced to the game by my dad in 1995, and the flavor text on the card Equilibrium (7th Edition) served as inspiration for our firm's name. My wife, Rachael, and I value family time immensely and spend most weekends with our kids playing pickleball and board games, dancing to The Beatles, or popping popcorn for Friday movie nights.

General retirement planning General tax planning Business ownership considerations Gen X (Born 1965-1980)
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