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
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
The firm serves individual clients, including high‑net‑worth households, through ongoing financial planning, project-based engagements, hourly advice, and a subscription option that provides access to professional planning software. It operates as a fee-only planner and does not provide discretionary investment management or custody client assets.
The advisor gathers comprehensive client information — such as net worth, cash flow, employee benefits, and risk tolerance — to produce written, client‑specific financial plans with annual reviews and ongoing monitoring; ongoing planning clients receive portfolio management advice as part of the planning service while implementation remains the client’s responsibility. Investment recommendations typically emphasize passive, index‑based asset allocation using low‑cost mutual funds and ETFs, and cover retirement, estate, tax, insurance, and business planning topics.
Distinctive features include the firm’s lack of asset management and its avoidance of percentage‑of‑assets fees, relying instead on planning fees, project/hourly engagements and a technology subscription model, and it discloses no third‑party compensation. The practice is a recently formed, solo CFP‑led advisory with a small client base and provides discounted access to professional planning software as an ongoing client offering, which is less common among similar independent firms.
Client services
Financial planning
Expertise
Business sale tax planning
Business ownership considerations
Cash flow / budgeting
College savings (529s, UTMA, etc.)
General estate planning guidance
Fee options
Project Based Financial Planning Fixed Fee: initial $299 first month, then $149 to $169 per month based on complexity, negotiable
$175 per hour, negotiable
Fee-only: Ongoing Financial Planning: $299 initial engagement fee for first month, then $149 to $159 per month based on complexity, paid monthly in arrears; Project Based Financial Planning Fixed Fee: initial $299 for first month, then $149 to $169 per month based on complexity, negotiable, billed monthly, not exceeding $500 billed more than 6 months in advance; Hourly Financial Planning: $175 per hour, negotiable
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.
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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.
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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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