# Michael Rodriguez > Michael Rodriguez is a fee-only financial advisor at Equanimity Wealth in Glendale, California, who holds the CFP credential. Michael charges a subscription, a one-time planning fee and hourly fees (ongoing planning from $3,588 a year and one-time plans from $1,500) and focuses on small business owners, retirement planning and tax planning. Page: https://find.wellspent.co/advisors/michael-rodriguez/ Built from public directory listings; last checked April 21, 2026. ## Facts - **Firm:** Equanimity Wealth - **Based in:** Glendale, California - **Fee model:** Subscription; One-time planning fee; Hourly - **Fees (firm's website):** ongoing planning from $3,588 a year; one-time plans from $1,500; no asset minimum - **Fees (Advice-Only Network profile):** subscription $299 a month; one-time plans $1,500; $250 an hour - **Works virtually:** Yes (firm's website) - **Accepting new clients:** Yes (firm's website) - **Credentials:** CFP - **Specialties:** Small business owners, Retirement planning, Tax planning, Real estate investors, Flat-fee planning - **Works with:** Early-career professionals - **CRD:** 6119350 (https://adviserinfo.sec.gov/individual/summary/6119350) - **SEC registration:** Investment adviser representative in CA, TX - **Firm size:** 1 employee - **Disclosures:** None reported - **Website:** https://equanimity-wealth.com ## About Michael Rodriguez, CFP®, founded Equanimity Wealth, an advice-only firm for first-generation wealth builders, young dual-income families and communities that traditional finance often overlooks. He charges flat fees, with no commissions, no AUM fees and no products to sell. Michael helps families through life's transitions, including buying a first home, combining finances, changing careers and planning for children and retirement. Clients can choose a one-time financial plan, ongoing coaching or hourly help with a single decision. He grew up in a home where money was often tight and stressful, and he watched his parents manage without a roadmap or anyone on their side. That experience led him to become a CFP® professional. Based in Glendale, California, Michael is a husband and father of two daughters, and he believes good advice should feel calm and real. ## Frequently asked questions ### Is Michael Rodriguez a fee-only financial advisor? Yes. Michael Rodriguez is listed in the Advice-Only Network (advice-only practices, no product sales). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Michael's firm. ### How does Michael charge for financial advice? Michael charges a subscription, a one-time planning fee and hourly fees. ### How much does Michael charge? According to Equanimity Wealth's website, checked October 28, 2026: ongoing planning from $3,588 a year; one-time plans from $1,500; no asset minimum. ### Does Michael work with clients virtually? Yes. Equanimity Wealth says on its website that it works with clients remotely. ### Where is Michael Rodriguez based? Michael Rodriguez is based in Glendale, California. ### What does Michael specialize in? Michael's specialties include small business owners, retirement planning, tax planning, real estate investors and flat-fee planning. Michael works with early-career professionals. ### What credentials does Michael Rodriguez hold? Michael Rodriguez holds the CFP credential. ### Is Michael Rodriguez registered with the SEC? Yes. Michael Rodriguez is registered as an investment adviser representative in CA and TX (CRD 6119350), per SEC Investment Adviser Public Disclosure data as of October 27, 2026. ### How do I contact Michael Rodriguez? Through Michael's website, equanimity-wealth.com. ## Sources - Advice-Only Network listing (https://adviceonlynetwork.com/advisors/equanimitywealth): advice-only practices, no product sales - SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026 - The firm's website (https://equanimity-wealth.com/): specialties, clients served, and fees, checked October 28, 2026 --- Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.