Firm
Financial Equations Advisors
Corona, California
Fee-only
Financial Equations Advisors at a glance
- One of 1,191 fee-only firms based in California in the Wellspent graph.
- 2 advisors are listed here.
- Its Form ADV reports 2 employees and 50 individual clients.
- Its average account is about $153,000 (assets it manages divided by its 75 accounts).
Fee-only advisors in California · What fee-only advisors charge in California
Facts
| Based in | Corona, California |
|---|---|
| Phone | (909) 997-8140 |
Financial Equations Advisors fees
Financial Equations 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 · Fixed fees |
|---|---|
| Assets managed | $12 million |
| Individual clients | 50 |
| Accounts managed | 75 |
| Employees | 2 |
| Planning clients | 0 |
| Financial planning | Offered |
| Form ADV filed | January 30, 2026 |
| SEC record | CRD 305295 |