# Michelle Fallon

> Michelle Fallon is a fee-only financial advisor at Aequitas Investment Advisors in Hingham, Massachusetts, who holds the CFP credential. Michelle focuses on retirement planning. Aequitas Investment Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Aequitas Investment Advisors
- **Based in:** Hingham, Massachusetts
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Fees (firm's website):** a $1,000,000 asset minimum
- **Assets under management (firm):** $826.1M across 1,238 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning
- **CRD:** 2001231 (https://adviserinfo.sec.gov/individual/summary/2001231)
- **SEC registration:** Investment adviser representative in MA, NH
- **Exams passed:** Series 63 (1989)
- **Firm size:** 8 employees
- **Disclosures:** None reported
- **Website:** https://www.aequitas-inv.com

## Frequently asked questions

### Is Michelle Fallon a fee-only financial advisor?

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

### How does Michelle charge for financial advice?

Michelle's firm, Aequitas Investment Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### How much does Michelle charge?

According to Aequitas Investment Advisors's website, checked October 30, 2026: a $1,000,000 asset minimum.

### Where is Michelle Fallon based?

Michelle Fallon is based in Hingham, Massachusetts.

### What does Michelle specialize in?

Michelle's specialties include retirement planning.

### What credentials does Michelle Fallon hold?

Michelle Fallon holds the CFP credential.

### Is Michelle Fallon registered with the SEC?

Yes. Michelle Fallon is registered as an investment adviser representative in MA and NH (CRD 2001231), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Aequitas Investment Advisors manage?

Aequitas Investment Advisors reports $826.1M across 1,238 accounts in assets under management.

### How do I contact Michelle Fallon?

Through Michelle's website, www.aequitas-inv.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2001231): 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://aequitas-inv.com/): specialties, clients served, and fees, checked October 30, 2026

---

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