Equinum

Facts

Equinum fees

Equinum 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

Advisors at this firm (5)

• Aron Pinson

  CFA

• Jacob Halberstam

• Menachem Lerman

• Sheldon Steuer

• Zacharia Waxler