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EQ Wealth Advisors

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Client assets under management

$579,131,103

More info

Clients

298

34% high-net-worth

Advisors

3

of 6 employees

Firm type

Team

5-30 advisors or >$500M in AUM

More info

Clients per advisor

99

High

Average account size

$1,943,393

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

Financial planning Portfolio management Pension consulting

Expertise

Tax-loss harvesting Active portfolio management Wealth management Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Founder/Business Owner

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Fee options

Fixed

Tax preparation fees charged on a fixed-fee basis according to type and complexity of return; financial planning included in investment management fee.

Percentage

Up to 1.5% annually (maximum) - fees may vary and are negotiable based on account size, complexity, and other factors

Project-based

Tax planning services may be charged on an hourly basis as detailed in tax services fee schedule.

Other

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 location

EQ Wealth Advisors

10000 North Central Express Way, Suite 1350

Dallas TX 75231, United States

Number of offices

1

Most active in

More info

California · Florida · Louisiana · Montana · Nevada · Texas

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website 214-389-6750

Advisors at this firm

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user avatar

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.

Tax-loss harvesting Active portfolio management Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
user avatar

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.

Tax-loss harvesting Active portfolio management Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
user avatar

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.

Tax-loss harvesting Active portfolio management Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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