Firm
Equinox Financial Advisors
Manchester Center, Vermont
Fee-only
Equinox Financial Advisors at a glance
- One of 34 fee-only firms based in Vermont in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 2 employees and 312 individual clients, 39 of them high net worth.
- Its average account is about $186,000 (assets it manages divided by its 595 accounts).
Facts
| Based in | Manchester Center, Vermont |
|---|---|
| Website | equinoxfinancialadvisors.com |
| Phone | (802) 367-7750 |
Equinox Financial Advisors fees
Equinox Financial Advisors doesn't publish its prices on its website, or we couldn't confirm them word for word. 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 |
|---|---|
| Assets managed | $111 million |
| Individual clients | 273 |
| High-net-worth clients | 39 |
| Accounts managed | 595 |
| Employees | 2 |
| Planning clients | 0 |
| Registered with | The SEC (801-137128) |
| Financial planning | Offered |
| Form ADV filed | August 7, 2026 |
| SEC record | CRD 312716 |