Equanimity Wealth
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Equanimity Wealth is a small, fee-only independent advisory firm that serves individual clients, including high‑net‑worth households and business owners, through comprehensive financial planning, project-based engagements, hourly consultations, a technology subscription offering, and community education workshops. The firm also operates a limited pro bono planning program for referrals from approved nonprofit partners.
The firm’s advice process is client‑driven: it gathers detailed information on goals, cash flow, benefits, and risk tolerance to produce written plans and ongoing reviews, and it generally favors passive, asset‑class based investment recommendations such as low‑cost index funds and ETFs. While ongoing planning clients receive portfolio management advice as part of their engagement, the firm does not custody or directly manage client assets and does not execute trades on clients’ behalf.
Compared with many independent advisers, Equanimity Wealth does not provide discretionary portfolio management and does not charge percentage‑of‑assets fees; instead it uses flat‑fee, subscription, project, and hourly pricing structures. The firm is led by a CFP®‑credentialed principal, maintains a small client base, and supplements paid services with community workshops and a capped pro bono offering through partner nonprofits.
Client services
Expertise
Fee options
Project Based Financial Planning fixed fee ranges from $2,600 to $6,000; Jumpstart one-time fee $1,500 (current clients), legacy $699
N/A - N/A:
Hourly Financial Planning fee: $250 per hour, negotiable depending on complexity
Technology subscription fee: $35 per month
Minimum fee: Onboarding fee typically $399 for ongoing financial planning tiers (legacy and current) Fee-only: Fee-only financial planning services; no commissions or third-party compensation received
Main office
500 N. Brand, Suite 2000
Glendale CA 91203
Advisors at this office
1
Most active in
California · Texas
Also doing business as
Equanimity Wealth · Equanimity Wealth 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 not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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.
Forms ADV
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