# Tricia Prehle

> Tricia Prehle is a fee-only financial advisor at Equita Financial Network in Fort Washington, Pennsylvania, who holds the CFP credential. Equita Financial Network reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/tricia-prehle/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Equita Financial Network
- **Based in:** Fort Washington, Pennsylvania
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $391.0M across 1,321 accounts
- **Credentials:** CFP
- **CRD:** 2290535 (https://adviserinfo.sec.gov/individual/summary/2290535)
- **SEC registration:** Investment adviser representative in NJ
- **Exams passed:** Series 65 (2024)
- **Firm size:** 19 employees
- **Disclosures:** None reported
- **Website:** http://www.equitafn.com

## Frequently asked questions

### Is Tricia Prehle a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Tricia holds no broker registration, and Equita Financial Network reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Tricia charge for financial advice?

Tricia's firm, Equita Financial Network, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Tricia Prehle based?

Tricia Prehle is based in Fort Washington, Pennsylvania.

### What credentials does Tricia Prehle hold?

Tricia Prehle holds the CFP credential.

### Is Tricia Prehle registered with the SEC?

Yes. Tricia Prehle is registered as an investment adviser representative in NJ (CRD 2290535), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Equita Financial Network manage?

Equita Financial Network reports $391.0M across 1,321 accounts in assets under management.

### How do I contact Tricia Prehle?

Through Tricia's website, www.equitafn.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2290535): 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

---

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