Firm
Equity Financial Management
Denver, Colorado
Fee-only
Equity Financial Management at a glance
- One of 336 fee-only firms based in Colorado in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 12 individual clients, 3 of them high net worth.
- Its average account is about $425,000 (assets it manages divided by its 12 accounts).
Fee-only advisors in Colorado · What fee-only advisors charge in Colorado
Facts
| Based in | Denver, Colorado |
|---|---|
| Website | equityfinancialllc.com |
| Phone | (516) 670-7078 |
Equity Financial Management fees
Equity Financial Management 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 |
|---|---|
| Assets managed | $5 million |
| Individual clients | 9 |
| High-net-worth clients | 3 |
| Accounts managed | 12 |
| Employees | 1 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | March 30, 2026 |
| SEC record | CRD 318594 |