Michael Rodriguez
Flat-fee, advice-only planning for first-generation wealth builders and young families buying homes, merging finances and raising kids.
Equanimity Wealth · Glendale, California
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.
Request an introduction to Michael →
Specialties
Who they serve
- Early-career professionals
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.
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 |
| Accepting new clients | Yes |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, TX · CRD 6119350 |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | equanimity-wealth.com |
| Profile |
How Michael's firm compares
- Ongoing planning starts at $3,588 a year, below the California median of $6,000 for fee-only firms that publish prices.
- A one-time plan starts at $1,500, below the California median of $2,500 for fee-only firms that publish prices.
- The hourly rate is $250, below the California median of $300 for fee-only firms that publish prices.
Request an introduction to Michael
Tell Michael a little about what you're looking for. Michael isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Michael
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- Advice-Only Network listing : advice-only practices, no product sales
- Equanimity Wealth 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.
See something wrong? Request a correction. Read our methodology.