Firm
Aequitas Investment Advisors
Hingham, Massachusetts
Fee-only
Aequitas Investment Advisors at a glance
- One of 352 fee-only firms based in Massachusetts in the Wellspent graph.
- 5 advisors are listed here; 2 of 5 hold the ChFC.
- Its Form ADV reports 8 employees and 180 individual clients, 147 of them high net worth.
- Its average account is about $667,000 (assets it manages divided by its 1,238 accounts).
Fee-only advisors in Massachusetts · What fee-only advisors charge in Massachusetts
Facts
| Based in | Hingham, Massachusetts |
|---|---|
| Website | aequitas-inv.com |
| Phone | (781) 740-1199 |
Aequitas Investment Advisors 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.
| Account minimum | $1,000,000 |
|---|
In the firm's words
"We serve families and institutions with over $1 million in invested assets." source
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 | $826 million |
| Individual clients | 33 |
| High-net-worth clients | 147 |
| Accounts managed | 1,238 |
| Employees | 8 |
| Planning clients | 101-250 |
| Registered with | The SEC (801-110328) |
| Financial planning | Offered |
| Form ADV filed | March 27, 2026 |
| SEC record | CRD 127625 |