Theresa Pablos
Avise Financial · Los Angeles, California
Theresa Pablos is a fee-only financial advisor at Avise Financial in Los Angeles, California, who holds the CFP credential. Avise Financial reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Avise Financial |
|---|---|
| Based in | Los Angeles, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $169.4M across 505 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 7805757 |
| Exams passed | Series 65 (2024) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.equalisfinancial.com |
How Theresa's firm compares
- Avise Financial's average account is about $336,000, from its Form ADV (assets managed divided by 505 accounts).
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Questions about Theresa
Is Theresa Pablos a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Theresa holds no broker registration, and Avise Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Theresa charge for financial advice?
Theresa's firm, Avise Financial, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Theresa Pablos based?
Theresa Pablos is based in Los Angeles, California.
What credentials does Theresa Pablos hold?
Theresa Pablos holds the CFP credential.
Is Theresa Pablos registered with the SEC?
Yes. Theresa Pablos is registered as an investment adviser representative in CA (CRD 7805757), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Avise Financial manage?
Avise Financial reports $169.4M across 505 accounts in assets under management.
How do I contact Theresa Pablos?
Through Theresa's website, www.equalisfinancial.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
- 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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