Michelle Fallon
Aequitas Investment Advisors · Hingham, Massachusetts
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.
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Specialties
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 | $826.1M across 1,238 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MA, NH · CRD 2001231 |
| Exams passed | Series 63 (1989) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.aequitas-inv.com |
| Profile |
How Michelle's firm compares
- Aequitas Investment Advisors's average account is about $667,000, from its Form ADV (assets managed divided by 1,238 accounts).
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Questions about Michelle
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.
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
- Aequitas Investment Advisors 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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