Mark Herskovitz
Equilibrium Wealth · Jerusalem, California
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.
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Specialties
Who they serve
- Cross-border families
- Newcomers (immigration)
- High earners
- Multi-generational families
- Pre-retirees
- Early-career professionals
Facts
| Firm | Equilibrium Wealth |
|---|---|
| Based in | Jerusalem, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $129.5M across 252 accounts |
| SEC registration | Investment adviser representative in NJ · CRD 1175064 |
| Exams passed | Series 63 (1983) · Series 65 (2019) · Series 66 (2012) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.equilibriumwealth.com |
| Profile |
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Questions about Mark
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.
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
- Equilibrium Wealth 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.
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