Equanimity Financial Partners
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$219,786,875
Clients
658
Advisors
2
of 4 employees
About
Equanimity Financial Partners provides investment advisory and planning services to individuals (including high-net-worth clients), trusts, retirement plans and businesses. The firm offers discretionary asset management alongside standalone and ongoing financial planning and retirement plan consulting, and reports approximately $234 million in regulatory assets under management with a stated $500,000 asset threshold for its asset management service (typically negotiable).
Portfolios are tailored and continuously monitored using a mix of fundamental and cyclical analysis across stocks, bonds, ETFs, mutual funds, alternatives and options, and the firm discloses the use of margin and derivatives in separately managed accounts. Services are delivered through discretionary authority for most assets, with operational support from third-party providers and custody recommended through Schwab Advisor Services.
Notable differences from many peers include an unusually high client load per advisor (658 clients served by two advisors), the explicit use of borrowing and derivatives within managed accounts, and that some representatives are licensed to sell insurance products and receive customary insurance compensation. The firm also discloses a prior SEC enforcement action resulting in censure and fines related to advertising/testimonial practices.
Client services
Expertise
Occupation focus
Fee options
Financial planning flat fees range from $2,500 to $20,000.
$0 - $999,999.99: 1.25% $1,000,000 - $2,499,999: 1.00% $2,500,000 - $4,999,999: 0.90% $5,000,000+: 0.85%
Account minimum: $500,000
Main office
100 E. Corson Street, 210
Pasadena CA 91103
Advisors at this office
2
Most active in
California · Louisiana · Texas · Washington
Also doing business as
Equanimity Financial Partners · Haydel, Biel & Associates · Hba 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.
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.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Amandeep S
Series 65
Pasadena, CA
Equanimity Financial Partners
Amandeep Singh is a financial advisor at Equanimity Financial Partners with one year of industry experience. He holds a Series 65 designation and previously worked at Pruco Securities LLC, the United States Census Bureau, and California State University Los Angeles. Outside of finance, he was involved with Punjab Indian Market and Cuisine from 2015 to 2021. Equanimity Financial Partners provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, retirement plans, and businesses. The firm offers discretionary portfolio management and specialized planning services, constructing individualized portfolios using a range of securities and employing both fundamental and cyclical analysis.
Christopher H
Series 63
Pasadena, CA
Equanimity Financial Partners
Christopher Haydel is a financial advisor at Equanimity Financial Partners with 34 years of industry experience. He holds a Series 63 designation and has worked at Arete Wealth Management LLC and co-founded Haydel, Biel & Associates, where he serves as president and managing principal. He is also a manager of Zoic Management Investors, an investment-related business. Equanimity Financial Partners provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, retirement plans, and business clients. The firm constructs individualized portfolios using a range of securities and employs fundamental and cyclical analysis in its investment process.
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