Noreen Walsh
Aequitas Investment Advisors · Hingham, Massachusetts
Noreen Walsh is a fee-only financial advisor at Aequitas Investment Advisors in Hingham, Massachusetts. Noreen 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 |
| SEC registration | Investment adviser representative in MA, NH · CRD 5090162 |
| Exams passed | Series 65 (2006) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.aequitas-inv.com |
How Noreen'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 Noreen
Is Noreen Walsh a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Noreen 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 Noreen charge for financial advice?
Noreen's firm, Aequitas Investment Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
How much does Noreen charge?
According to Aequitas Investment Advisors's website, checked October 30, 2026: a $1,000,000 asset minimum.
Where is Noreen Walsh based?
Noreen Walsh is based in Hingham, Massachusetts.
What does Noreen specialize in?
Noreen's specialties include retirement planning.
Is Noreen Walsh registered with the SEC?
Yes. Noreen Walsh is registered as an investment adviser representative in MA and NH (CRD 5090162), 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 Noreen Walsh?
Through Noreen'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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