Equilibrium Financial Planning
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides investment management and comprehensive financial planning to individual clients, including high-net-worth households, and also offers retirement plan consulting to employer plan sponsors. Services are delivered as ongoing advisory engagements or as project-based financial plans, and the firm supervises client portfolios on a continuous basis.
Investment decision‑making is grounded in modern portfolio theory and fundamental analysis, with an emphasis on asset allocation across equities, fixed income, mutual funds, and ETFs and a preference for long‑term holdings complemented by selective active positions. The firm operates as a fee‑only fiduciary, typically with discretionary authority for managed accounts and quarterly account reviews.
Noteworthy aspects include the firm’s small scale — two advisors managing roughly $13.1 million for a limited client roster — which yields a higher advisor‑to‑client focus than is typical for peers. The brochure discloses the firm’s use of client testimonials in advertising (a practice uncommon among similar firms), and the principal holds CFP® and Enrolled Agent credentials while maintaining a separate business role; the firm also accepts ERISA retirement plan consulting engagements and can act as an ERISA investment manager when engaged.
Client services
Expertise
Occupation focus
Fee options
Fixed fees for Project-Based Financial Planning range from $4,000 to $8,000, negotiable based on complexity
$0 - $500,000: 1.50% Greater than $500,000 - $1,000,000: 1.25% Greater than $1,000,000 - $2,000,000: 1.00% Greater than $2,000,000 - $3,000,000: 0.85% Greater than $3,000,000 - $5,000,000: 0.75% Greater than $5,000,000 - $10,000,000: 0.65% Greater than $10,000,000 - $15,000,000: 0.55% Greater than $15,000,000+: 0.45%
$400 per hour for Project-Based Financial Planning
Minimum fee: $5,000 minimum annual fee, may be reduced or waived at firm's discretion Fee-only: Fee-only firm; compensated solely by client fees with no commissions or sales-related compensation
Main office
Kenner LA
Advisors at this office
1
Most active in
Louisiana · Texas
Also doing business as
Equilibrium Financial Planning · Equilibrium Financial Planning 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
Quick links
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