Tricia Prehle
Equita Financial Network · Fort Washington, Pennsylvania
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.
Request an introduction to Tricia →
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 | $391.0M across 1,321 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NJ · CRD 2290535 |
| Exams passed | Series 65 (2024) |
| Firm size | 19 employees |
| Disclosures | None reported |
| Website | www.equitafn.com |
How Tricia's firm compares
- Equita Financial Network's average account is about $296,000, from its Form ADV (assets managed divided by 1,321 accounts).
Request an introduction to Tricia
Tell Tricia a little about what you're looking for. Tricia isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Tricia
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.
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.
See something wrong? Request a correction. Read our methodology.