Eric Johns
We specialize in tax planning for those nearing retirement.
Equilibrium Financial Planning LLC · Kenner, Louisiana
Eric Johns is a fee-only financial advisor at Equilibrium Financial Planning LLC in Kenner, Louisiana, who holds the CFP, EA and MBA credentials. Eric charges a percentage of assets, a one-time planning fee and hourly fees (typically works with clients with $1,000,000 or more) and focuses on retirement planning, pension planning and family wealth transfer.
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Specialties
Who they serve
- High earners
- Ultra high net worth
- Pre-retirees
- Retirees
About
Equilibrium Financial Planning provides retirees with an ally in all aspects of their financial life and an alternative to the traditional big bank model of asset management. The innumerable decisions individuals face as they approach and navigate through retirement necessitate a comprehensive strategy, accounting for your entire financial picture. We provide a holistic perspective that considers the tax impact of each financial decision.
Additionally, since retirement planning often requires personalized solutions to address unique financial goals and aspirations, we collaborate with your team of experienced professionals, including your CPA, attorneys, and more. The ultimate objectives are to ensure long-term financial security, to optimize tax efficiency, and to provide you with a trusted partner along your retirement journey.
Services
- 401(k) & IRA Management
- Cash Flow Planning
- Estate Planning
- Family Office Services
- Financial Advice & Coaching
- Financial Planning
- Insurance/Risk Management
- Life Transition Planning
- Pension Planning
- Portfolio Management
- Social Security Planning
- Wealth Management
- Asset Allocation
- Business Succession Planning
- Charitable Giving
- College/Education Planning
- Education Planning
- Family Wealth Transfer
- Exit Planning
- Insurance Planning
- Investment Management
- Philanthropic Planning
- Portfolio Rebalancing
- Retirement Planning
Facts
| Firm | Equilibrium Financial Planning LLC |
|---|---|
| Based in | Kenner, Louisiana |
| Fee model | Percentage of assets · One-time planning fee · Hourly |
| Fees (firm's website) | Typically works with clients with $1,000,000 or more |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | Under $25M |
| Firm founded | 2023 |
| Firm size | 1 employee |
| Credentials | CFP · EA · MBA |
| Investment approach | Passive management |
| SEC registration | Investment adviser representative in LA, TX · CRD 7778105 |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | equilibriumfp.com |
| Profile |
How Eric's firm compares
- Equilibrium Financial Planning LLC's average account is about $1.0 million, from its Form ADV (assets managed divided by 13 accounts).
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Questions about Eric
Is Eric Johns a fee-only financial advisor?
Yes. Eric Johns is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Eric's firm.
How does Eric charge for financial advice?
Eric charges a percentage of assets, a one-time planning fee and hourly fees.
How much does Eric charge?
According to Equilibrium Financial Planning LLC's website, checked October 28, 2026: typically works with clients with $1,000,000 or more.
Does Eric work with clients virtually?
Yes. Equilibrium Financial Planning LLC says on its website that it works with clients remotely.
Where is Eric Johns based?
Eric Johns is based in Kenner, Louisiana.
What does Eric specialize in?
Eric's specialties include retirement planning, pension planning, family wealth transfer, tax planning and estate & legacy planning. Eric works with high earners, ultra high net worth, pre-retirees and retirees.
What credentials does Eric Johns hold?
Eric Johns holds the CFP, EA and MBA credentials.
Is Eric Johns registered with the SEC?
Yes. Eric Johns is registered as an investment adviser representative in LA and TX (CRD 7778105), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Equilibrium Financial Planning LLC manage?
Equilibrium Financial Planning LLC reports Under $25M in assets under management.
How do I contact Eric Johns?
Through Eric's website, equilibriumfp.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- XY Planning Network directory listing : XYPN members are fee-only
- Equilibrium Financial Planning LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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