Firm
Aequitas Financial
Santa Ana, California
Fee-only
Facts
| Based in | Santa Ana, California |
|---|---|
| Website | aequitasfp.com |
| Phone | (801) 641-5960 |
Aequitas Financial fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $6,000 a year |
|---|---|
| Asset-based fee | 0.75% a year on the first tier of assets |
| How it charges | Percentage of assets · Ongoing planning fee |
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $1 million |
| Individual clients | 6 |
| Financial planning | Offered |
| Form ADV filed | October 19, 2026 |
| SEC record | CRD 325830 |