Equanimity Financial Partners

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Client assets under management

$154,647,989

Clients

636

6% high-net worth

Advisors

of 4 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

318

Very High

Average account size

$243,157

About

Equanimity Financial Partners provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, retirement plans and business clients. Services described in the brochure include discretionary portfolio management, written financial planning and retirement plan consulting, with fees generally charged as a percentage of assets under management.

The firm constructs individualized portfolios using stocks, bonds, ETFs, mutual funds, options and alternative investments and monitors and rebalances accounts based on client goals, risk tolerance and time horizon. The brochure discloses that the firm may employ margin (borrowing) and derivatives within separately managed accounts and uses fundamental and cyclical analysis in its investment process.

Distinctive features noted in the brochure include an unusually high client-to-advisor ratio (the firm reports servicing over 600 clients), an affiliation with representatives who act as insurance agents/brokers and a range of specialized planning services such as corporate structure, cost segregation studies and lines-of-credit evaluation. The firm’s disclosure also reports a prior SEC censure and monetary penalties related to a violation involving testimonial advertising, which the firm states it has addressed.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Equity compensation tax strategy Options & derivatives strategies Active portfolio management

Occupation focus

Founder/Business Owner Executive

Fee options

Fixed

Financial planning and consulting flat fees range from $2,500 to $20,000. Retainers not exceeding $1,200 when services cannot be rendered within 6 months.

Percentage

$0 - $999,999.99: 1.25% $1,000,000 - $2,499,999: 1.00% $2,500,000 - $4,999,999: 0.90% $5,000,000+: 0.85%

Other

Account minimum: $500,000

Main office location

Equanimity Financial Partners

100 Corson Street, Suite 210

Pasadena CA 91103, United States

Number of offices

Most active in

California · Louisiana · Texas · Washington

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Is not active or affiliated with:

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.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

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.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website 626-529-8347

Advisors at this firm

Amandeep S

Series 65

Pasadena, CA

Equanimity Financial Partners

Amandeep Singh is a financial advisor at Equanimity Financial Partners with one year of industry experience. He holds a Series 65 designation and previously worked at Pruco Securities LLC, the United States Census Bureau, and California State University Los Angeles. Outside of finance, he was involved with Punjab Indian Market and Cuisine from 2015 to 2021. Equanimity Financial Partners provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, retirement plans, and businesses. The firm offers discretionary portfolio management and specialized planning services, constructing individualized portfolios using a range of securities and employing both fundamental and cyclical analysis.

Equity compensation tax strategy Options & derivatives strategies Active portfolio management Founder/Business Owner Executive

Christopher H

Series 63

Pasadena, CA

Equanimity Financial Partners

Christopher Haydel is a financial advisor at Equanimity Financial Partners with 34 years of industry experience. He holds a Series 63 designation and has worked at Arete Wealth Management LLC and co-founded Haydel, Biel & Associates, where he serves as president and managing principal. He is also a manager of Zoic Management Investors, an investment-related business. Equanimity Financial Partners provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, retirement plans, and business clients. The firm constructs individualized portfolios using a range of securities and employs fundamental and cyclical analysis in its investment process.

Equity compensation tax strategy Options & derivatives strategies Active portfolio management Founder/Business Owner Executive

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