A complete list of active advisors currently associated with Aequitas Financial, LLC
Warmer can help you find a great advisor at Aequitas Financial, LLC or one who fits your needs even better.
Aequitas Financial, LLC is a fee-only registered investment adviser that provides ongoing subscription financial planning and discretionary portfolio management to a very small number of individual and high-net-worth clients. The firm’s planning services cover retirement projections, tax-aware strategies, cash-flow and debt management, college funding, employee benefits, estate planning, insurance review, and investment analysis. The adviser uses Modern Portfolio Theory to set asset allocation targets and combines passive and active mutual fund and ETF selection, with the option to incorporate socially responsible investing screens when requested. For clients with concentrated stock positions the principal may employ options and other derivatives as tailored risk-management tools, and client plans are reviewed bi‑annually with an annual service calendar to monitor implementation. Noteworthy distinctions include the firm’s delivery of public and organizational educational seminars and speaking engagements as a regular practice, a service that is uncommon among solo independent advisers. The firm operates at a very small scale and discloses that its principal maintains an outside role in the financial technology industry that occupies a substantial portion of daytime work, a factual detail clients may consider when evaluating the firm’s capacity and availability.
To learn more about the advisors currently working at Aequitas Financial, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Culver City, CA
| 5
|
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")