Eldon Anderson
Equity Wealth Partners · Independence, Missouri
Eldon Anderson is a fee-only financial advisor at Equity Wealth Partners in Independence, Missouri, who holds the CFP credential. Equity Wealth Partners reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to Eldon →
Who they serve
- Executives
- Retirees
- Pre-retirees
Facts
| Firm | Equity Wealth Partners |
|---|---|
| Based in | Independence, Missouri |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $258.6M across 1,523 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MO, TX · CRD 1375171 |
| Exams passed | Series 63 (1985) |
| Firm size | 8 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.equitywp.com |
How Eldon's firm compares
- Equity Wealth Partners's average account is about $170,000, from its Form ADV (assets managed divided by 1,523 accounts).
Request an introduction to Eldon
Tell Eldon a little about what you're looking for. Eldon isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Eldon
Is Eldon Anderson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Eldon holds no broker registration, and Equity Wealth Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Eldon charge for financial advice?
Eldon's firm, Equity Wealth Partners, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Eldon Anderson based?
Eldon Anderson is based in Independence, Missouri.
What credentials does Eldon Anderson hold?
Eldon Anderson holds the CFP credential.
Is Eldon Anderson registered with the SEC?
Yes. Eldon Anderson is registered as an investment adviser representative in MO and TX (CRD 1375171), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Equity Wealth Partners manage?
Equity Wealth Partners reports $258.6M across 1,523 accounts in assets under management.
How do I contact Eldon Anderson?
Through Eldon's website, www.equitywp.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Equity Wealth Partners website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.