Equilibrium Financial Planning
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • 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
About
The firm provides investment management and comprehensive financial planning to individual clients, including high-net-worth households, and also offers retirement plan consulting to employer plan sponsors. Services are delivered as ongoing advisory engagements or as project-based financial plans, and the firm supervises client portfolios on a continuous basis.
Investment decision‑making is grounded in modern portfolio theory and fundamental analysis, with an emphasis on asset allocation across equities, fixed income, mutual funds, and ETFs and a preference for long‑term holdings complemented by selective active positions. The firm operates as a fee‑only fiduciary, typically with discretionary authority for managed accounts and quarterly account reviews.
Noteworthy aspects include the firm’s small scale — two advisors managing roughly $13.1 million for a limited client roster — which yields a higher advisor‑to‑client focus than is typical for peers. The brochure discloses the firm’s use of client testimonials in advertising (a practice uncommon among similar firms), and the principal holds CFP® and Enrolled Agent credentials while maintaining a separate business role; the firm also accepts ERISA retirement plan consulting engagements and can act as an ERISA investment manager when engaged.
Client services
Financial planning
Portfolio management
Fee options
Fixed fees for Project-Based Financial Planning range from $4,000 to $8,000, negotiable based on complexity
$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%
$400 per hour for Project-Based Financial Planning
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
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:
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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.
Main office location
Equilibrium Financial Planning
Kenner LA, United States
Number of offices
1
Forms ADV
Quick links
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