Equila Financial, LLC at a glance
- One of 29 fee-only firms based in New Mexico in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 19 employees and 434 individual clients, 310 of them high net worth.
- Its average account is about $296,000 (assets it manages divided by its 1,321 accounts).
- Its website says it's taking new clients.
Facts
| Based in | Albuquerque, New Mexico |
|---|---|
| Website | equilafinancial.com |
| [email protected] | |
| Phone | (505) 252-8294 |
Questions about Equila Financial, LLC
How is Equila Financial, LLC paid?
Equila Financial, LLC's Form ADV says it is paid by: percentage of assets, hourly, fixed fees.
How many advisors does Equila Financial, LLC have in the Wellspent public graph?
The Wellspent public graph lists 1 advisor at Equila Financial, LLC.
What is the average account at Equila Financial, LLC?
Equila Financial, LLC's average account is about $296,000. That's the assets on its Form ADV divided by its 1,321 accounts.
What does Equila Financial, LLC specialize in?
Equila Financial, LLC's advisors and website list flat-fee planning, small business owners, equity compensation and retirement planning.
Is Equila Financial, LLC accepting new clients?
Yes, according to Equila Financial, LLC's website, checked October 28, 2026.
Equila Financial, LLC fees
Equila Financial, LLC doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: flat fee, one-time plans or projects, ongoing planning fee. Ask for its Form ADV Part 2A, which must describe its fees.
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 | $391 million |
| Individual clients | 124 |
| High-net-worth clients | 310 |
| Accounts managed | 1,321 |
| Employees | 19 |
| Planning clients | 251-500 |
| Registered with | The SEC (801-120628) |
| Financial planning | Offered |
| Form ADV filed | August 31, 2026 |
| SEC record | CRD 277031 |