Equilus Group Inc
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Equilus Group Inc. serves individual and high‑net‑worth clients, as well as trusts, estates, retirement plans and charitable organizations, through a four‑advisor team managing about $25.7 million for roughly 86 clients. The firm provides non‑discretionary portfolio management, subscription‑based financial planning and consultation, insurance placement (commissions for life insurance and fixed annuities), and trust financial services with a published hourly and percentage fee schedule.
The firm delivers advice on a non‑discretionary basis, developing individualized strategies, quarterly reporting, and ongoing client meetings while using SEI for custody and infrastructure and engaging Independent Managers when appropriate. Equilus also evaluates and may recommend private placements and private equity, and discloses that it will allocate client capital to related-party real estate offerings only when clients qualify as accredited investors.
What distinguishes Equilus from many peers is its reliance on primarily non‑discretionary assets (the ADV shows $0 discretionary and $25.7M non‑discretionary), its required subscription model for first‑year planning engagements and ongoing planning payments, and its affiliation with Equilus Capital Partners, LLC — a related commercial real‑estate general partner and fund sponsor that the firm may recommend to clients, a relationship the brochure identifies as creating a material conflict of interest and potential custody implications beginning in 2026.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Initial financial plan: $1,500 single, $2,000 couple/business owners; ongoing planning: $1,500 ($125/mo) single, $2,000 ($166.67/mo) couple/business owners.
$0 - $150,000: 1.25% $150,001 - $500,000: 0.96% $500,001 - $1,000,000: 0.80% $1,000,001 - $2,000,000: 0.64% $2,000,001 - $5,000,000: 0.56% $5,000,001 - $10,000,000: 0.48% $10,000,001 - $15,000,000: 0.44% $15,000,001 - $20,000,000: 0.40% $20,000,001 - $50,000,000: 0.32% $50,000,001+: 0.24%
Commissions for sale of life insurance and fixed annuity sales from the broker or custodian.
Trust financial services: $300 per hour (negotiable).
Ongoing financial planning subscription fees: $125 per month single, $166.67 per month couple/business owners for the first year.
Minimum fee: No minimum annual fee for client accounts; minimum $50,000 for trust portfolio financial fees Fee-only: Yes, investment advisory fees are charged; no commissions on securities sales, but commissions on insurance and fixed annuities.
Main office
385 E Penny Road, Suite 101 B
Wenatchee WA 98801
Advisors at this office
1
Most active in
Idaho · Illinois · Indiana · Oregon · Washington
Also doing business as
Equilus Financial Group Inc · Equilus Group Inc
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.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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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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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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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