Firm
Equalis Financial
Los Angeles, California
Fee-only
Equalis Financial at a glance
- One of 1,191 fee-only firms based in California in the Wellspent graph.
- 6 advisors are listed here; all hold the CFP.
- Its Form ADV reports 7 employees and 170 individual clients, 47 of them high net worth.
- Its average account is about $336,000 (assets it manages divided by its 505 accounts).
- Its ongoing planning fee starts at $7,800 a year, above the California median of $6,000.
- Its website says it's taking new clients.
- It works with clients virtually as well as in person.
Fee-only advisors in California · What fee-only advisors charge in California
Facts
| Based in | Los Angeles, California |
|---|---|
| Website | equalisfinancial.com |
| [email protected] | |
| Phone | (323) 363-6841 |
Equalis Financial fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $7,800 a year |
|---|---|
| One-time plan | From $6,000 |
| Asset-based fee | 1% a year on the first tier of assets |
| How it charges | Percentage of assets · Ongoing planning fee · One-time plans or projects |
In the firm's words
"Our minimum annual fee is $7,800 for individuals and $9,600 for couples." source
"on occassion, we do offer projects based on availability with fees starting at $6,000" source
"1% on the first $1 million and 0.8% on the next $1 million" source
"best fit for households with $300,000+ in annual income and/or $500,000+ in investable 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 | $169 million |
| Individual clients | 123 |
| High-net-worth clients | 47 |
| Accounts managed | 505 |
| Employees | 7 |
| Planning clients | 101-250 |
| Registered with | The SEC (801-131992) |
| Financial planning | Offered |
| Form ADV filed | October 20, 2026 |
| SEC record | CRD 328790 |