Financial Equations Advisors, Inc.

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Client assets under management

$11,500,000

Clients

0% high-net worth

Advisors

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Low

Average account size

$230,000

About

Like many supported firms, Financial Equations Advisors focuses on individual clients and also works with business clients on retirement-plan matters, offering comprehensive and ongoing financial planning, discretionary portfolio management, and retirement plan consulting. Clients receive written financial plans and periodic reviews as part of its planning and investment services.

The firm builds portfolios from an asset‑allocation framework tailored to client goals and risk tolerance, then applies technical analysis to manage and review holdings. It may engage third‑party sub‑advisers to manage portions of client assets on a discretionary basis while retaining oversight and authority to hire or replace those sub‑advisers.

Notably for a small, single‑advisor firm managing roughly $11.5 million for about 50 clients, the firm sponsors a wrap‑fee program that bundles advisory services, custody, execution, and related third‑party costs—while also offering a non‑wrap option. It also provides ERISA fiduciary retirement‑plan consulting and participates in an institutional custodian program that gives access to block trading, institutional fund options, and other custodian services.

Client services

Financial planning Portfolio management

Expertise

General retirement planning Income planning General tax planning Wealth management Retirement plans for business owners (SEP, solo 401k)

Fee options

Percentage

$0 - $1,000,000: 1.00% to 1.50% Above $1,000,000+: 0.75% to 1.00%

Other

Minimum fee: $500 to $3,000 fixed fee for comprehensive financial planning and ongoing financial planning services Fee-only: Fixed fees for financial planning services ranging from $500 to $3,000

Main office location

Financial Equations Advisors, Inc.

4160 Temescal Canyon Rd. Suite 401

Corona CA 92883, United States

Number of offices

Most active in

California

Disclosures

Business activities & affiliations

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.

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

Quick links

909-997-8140

Advisors at this firm

Navy K

Series 66

Corona, CA

Financial Equations Advisors, Inc.

Navy Klomsue is a financial advisor with Financial Equations Advisors, Inc., holding a Series 66 designation and 19 years of industry experience. Prior to joining his current firm in 2020, he worked at Wealthsource Partners, LLC and Ameriprise Financial Services, Inc. Financial Equations Advisors serves individual and business clients, providing comprehensive financial planning, discretionary portfolio management, and retirement plan consulting. The firm uses an asset-allocation framework combined with technical analysis and may engage third-party sub-advisers while maintaining oversight, and it offers both wrap-fee and non-wrap advisory options.

General retirement planning Income planning General tax planning Wealth management Retirement plans for business owners (SEP, solo 401k)

Gail G

Series 65

Corona, CA

Financial Equations Advisors, Inc.

Gail Gonzales is a financial advisor at Financial Equations Advisors, Inc. in Corona, CA, holding a Series 65 designation with five years of industry experience. Her prior work includes roles at Collier Simon, Spinifex, Ignited, CoBird, and Gearys. Financial Equations Advisors serves individual and business clients with comprehensive financial planning, discretionary portfolio management, and retirement plan consulting. The firm uses an asset-allocation framework combined with technical analysis and may engage third-party sub-advisers while maintaining oversight.

General retirement planning Income planning General tax planning Wealth management Retirement plans for business owners (SEP, solo 401k)

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