Margaret Bonner
Equita Financial Network · New York, New York
Margaret Bonner is a fee-only financial advisor at Equita Financial Network in New York, New York. Equita Financial Network reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Equita Financial Network |
|---|---|
| Based in | New York, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $391.0M across 1,321 accounts |
| SEC registration | Investment adviser representative in NY · CRD 7924640 |
| Exams passed | Series 65 (2024) |
| Firm size | 19 employees |
| Disclosures | None reported |
| Website | www.equitafn.com |
How Margaret's firm compares
- Equita Financial Network's average account is about $296,000, from its Form ADV (assets managed divided by 1,321 accounts).
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Questions about Margaret
Is Margaret Bonner a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Margaret holds no broker registration, and Equita Financial Network reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Margaret charge for financial advice?
Margaret's firm, Equita Financial Network, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Margaret Bonner based?
Margaret Bonner is based in New York, New York.
Is Margaret Bonner registered with the SEC?
Yes. Margaret Bonner is registered as an investment adviser representative in NY (CRD 7924640), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Equita Financial Network manage?
Equita Financial Network reports $391.0M across 1,321 accounts in assets under management.
How do I contact Margaret Bonner?
Through Margaret's website, www.equitafn.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
- 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.
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