A complete list of active advisors currently associated with Equanimity Financial Partners
Warmer can help you find a great advisor at Equanimity Financial Partners or one who fits your needs even better.
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.
To learn more about the advisors currently working at Equanimity Financial Partners, 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 |
|---|---|---|
Pasadena, CA
| 35
| |
Pasadena, CA
| 2
|
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