# Mark Herskovitz

> Mark Herskovitz is a fee-only financial advisor at Equilibrium Wealth in Jerusalem, California. Mark focuses on estate & legacy planning, tax planning and family wealth transfer. Equilibrium Wealth reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/mark-herskovitz/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Equilibrium Wealth
- **Based in:** Jerusalem, California
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $129.5M across 252 accounts
- **Specialties:** Estate & legacy planning, Tax planning, Family wealth transfer, Retirement planning
- **Works with:** Cross-border families, Newcomers (immigration), High earners, Multi-generational families, Pre-retirees, Early-career professionals
- **CRD:** 1175064 (https://adviserinfo.sec.gov/individual/summary/1175064)
- **SEC registration:** Investment adviser representative in NJ
- **Exams passed:** Series 63 (1983), Series 65 (2019), Series 66 (2012)
- **Firm size:** 5 employees
- **Disclosures:** None reported
- **Website:** https://www.equilibriumwealth.com/

## Frequently asked questions

### Is Mark Herskovitz a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Mark holds no broker registration, and Equilibrium Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Mark charge for financial advice?

Mark's firm, Equilibrium Wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Mark Herskovitz based?

Mark Herskovitz is based in Jerusalem, California.

### What does Mark specialize in?

Mark's specialties include estate & legacy planning, tax planning, family wealth transfer and retirement planning. Mark works with cross-border families, newcomers (immigration), high earners, multi-generational families and pre-retirees.

### Is Mark Herskovitz registered with the SEC?

Yes. Mark Herskovitz is registered as an investment adviser representative in NJ (CRD 1175064), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Equilibrium Wealth manage?

Equilibrium Wealth reports $129.5M across 252 accounts in assets under management.

### How do I contact Mark Herskovitz?

Through Mark's website, www.equilibriumwealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/1175064): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://equilibriumwealth.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.