Equip Financial Partners, LLC
Fairhope, Alabama
Equip Financial Partners, LLC at a glance
- One of 65 fee-only firms based in Alabama in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee.
- Its average account is about $279,000 (assets it manages divided by its 16 accounts).
- Its website says it's taking new clients.
- It works with clients virtually as well as in person.
Fee-only advisors in Alabama · What fee-only advisors charge in Alabama
Facts
| Based in | Fairhope, Alabama |
|---|---|
| Website | equipfp.com |
| [email protected] | |
| Phone | (251) 373-8363 |
Questions about Equip Financial Partners, LLC
How much does Equip Financial Partners, LLC charge?
Equip Financial Partners, LLC publishes these prices: ongoing planning: from $5,000 a year; one-time plan: from $500; asset-based fee: 1% a year on the first tier of assets. We found this on its website, checked October 28, 2026.
How is Equip Financial Partners, LLC paid?
Equip Financial Partners, LLC's Form ADV says it is paid by: percentage of assets, fixed fees.
How many advisors does Equip Financial Partners, LLC have in the Wellspent public graph?
The Wellspent public graph lists 1 advisor at Equip Financial Partners, LLC.
What is the average account at Equip Financial Partners, LLC?
Equip Financial Partners, LLC's average account is about $279,000. That's the assets on its Form ADV divided by its 16 accounts.
What does Equip Financial Partners, LLC specialize in?
Equip Financial Partners, LLC's advisors and website list founders (pre-exit), small business owners and sustainable & impact investing.
Is Equip Financial Partners, LLC accepting new clients?
Yes, according to Equip Financial Partners, LLC's website, checked October 28, 2026.
Does Equip Financial Partners, LLC work with clients virtually?
Yes. Equip Financial Partners, LLC's website says it works with clients virtually.
Equip Financial Partners, LLC 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 $5,000 a year |
|---|---|
| One-time plan | From $500 |
| Asset-based fee | 1% a year on the first tier of assets |
| How it charges | Ongoing planning fee · Percentage of assets · One-time plans or projects |
In the firm's words
"Our Ongoing services begin at $1,250 per quarter and increase based on the complexity of your financial situation." source
"Project-Based services are billed based on complexity with a minimum of $500 per project." source
"$0 - $1,000,000 1.00%" source
"Our Ongoing services begin at $1,250 per quarter" 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 · Fixed fees |
|---|---|
| Assets managed | $4 million |
| Accounts managed | 16 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | March 30, 2026 |
| SEC record | CRD 323730 |