EQ Wealth Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$579,131,103
Clients
298
Advisors
3
across 2 offices
About
EQ Wealth Advisors provides discretionary and non‑discretionary investment management, financial planning, and retirement plan advisory to individuals (including high‑net‑worth clients), trusts, foundations, and employer‑sponsored plans. The firm also offers tax planning and income tax preparation under a separate engagement and provides advice on other financial products as part of client relationships.
The firm takes an active, tactical approach that mixes ETFs, mutual funds, individual equities and fixed income, and — where suitable — alternative and private investments, with regular rebalancing and tax‑aware trading such as tax‑loss harvesting. Advisors use third‑party platforms and research (Black Diamond, Morningstar, eMoney) to model allocations, execute block trades, and monitor accounts in keeping with client objectives and constraints.
EQ Wealth is notable for a relatively small advisory staff managing a large asset base, and several supervised persons are licensed insurance agents who may receive commissions for insurance sales — a practice the brochure discloses and addresses as a potential conflict. The firm’s recent formal addition of tax preparation services and its willingness to recommend nontraditional products (including private alternative investments and certain digital‑asset-related offerings) further distinguish its service mix from many peer team firms.
Client services
Expertise
Occupation focus
Fee options
Tax preparation fees charged on a fixed-fee basis according to type and complexity of return; financial planning included in investment management fee.
Up to 1.5% annually (maximum) - fees may vary and are negotiable based on account size, complexity, and other factors
Tax planning services may be charged on an hourly basis as detailed in tax services fee schedule.
Fee-only: Investment management fees up to 1.5% annually, billed monthly in arrears; financial planning included in management fee; tax planning/preparation fees charged separately on fixed or hourly basis; retirement plan advisory fees negotiated separately.
Main office
See office10000 North Central Express Way, Suite 1350
Dallas TX 75231
Advisors at this office
2
Offices (2)
Most active in
California · Florida · Louisiana · Montana · Nevada · Texas
Also doing business as
Eq Wealth · Eq Wealth Advisors · Eq Wealth Advisors LLC · Eq Wealth Advisors, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Advisors at this firm
Gary A
ChFC®, Series 63
Dallas, TX
EQ Wealth Advisors
Gary Ahr is a ChFC® professional with 45 years of experience in the financial services industry. He joined EQ Wealth Advisors in 2023 after spending 25 years with Lincoln Financial Advisors Corporation. In addition to his advisory role, he is also licensed as an agent involved in the sale of fixed life and health insurance and offers life settlements. EQ Wealth Advisors provides investment management, financial planning, and retirement plan advisory services to individuals, trusts, foundations, and employer-sponsored plans. The firm employs an active, tactical investment approach that includes a mix of ETFs, mutual funds, individual securities, fixed income, and alternative investments, alongside tax-aware strategies and third-party research tools.
Toby H
Series 66
Dallas, TX
EQ Wealth Advisors
Toby Harris is a financial advisor at EQ Wealth Advisors in Dallas, TX, holding a Series 66 designation with 21 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments and Commonwealth Financial Network. EQ Wealth Advisors provides discretionary and non-discretionary investment management, financial planning, and retirement plan advisory services to individuals, trusts, foundations, and employer-sponsored plans. The firm employs an active, tactical investment approach combining ETFs, mutual funds, individual equities, fixed income, and alternative investments, along with tax-aware trading and regular rebalancing.
Taylor R
CFP®
Lubbock, TX
EQ Wealth Advisors
Taylor Reasoner is a CFP® professional with one year of industry experience, currently serving as an advisor at EQ Wealth Advisors in Lubbock, TX. Prior to joining EQ Wealth Advisors, Taylor worked at Texas Tech University and held roles in mortgage and administrative consulting. Outside of financial advising, Taylor has provided administrative support consulting for Oberkampf Supply. EQ Wealth Advisors offers discretionary and non-discretionary investment management, financial planning, and retirement plan advisory services to individuals, trusts, foundations, and employer-sponsored plans. The firm employs an active, tactical investment approach that incorporates a mix of ETFs, mutual funds, equities, fixed income, and alternative investments, with a focus on tax-aware strategies and broad financial planning, including tax preparation services.
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