EQUINET, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
EquiNet provides investment advisory services to individual investors, offering guidance across mutual funds, listed and over‑the‑counter equities, municipal and U.S. government securities, commercial paper, and certificates of deposit. The firm serves individual clients without imposing an account minimum and also offers limited, consultative engagements.
The firm operates on a non‑discretionary basis, collecting suitability information to establish investment objectives, experience, and time horizon while leaving final trading decisions to clients. EquiNet conducts semi‑annual account reviews, recommends no‑load mutual funds, and places client assets with discount brokerage custodians; it does not take custody of client assets or vote client proxies.
Compared with many independent advisers, EquiNet’s primary use of non‑discretionary relationships is unusual and signals a client‑directed, consultative approach. The firm is long‑standing (founded in 1987), maintains a small client base, has no broker‑dealer affiliations, does not accept performance‑based fees, and is not registered with the SEC.
Client services
Expertise
Fee options
Flat fee of $900.00 payable upon formulation of recommendations and annually
$125.00 per hour
Minimum fee: $900.00 flat fee payable upon formulation of recommendations and annually thereafter Fee-only: Flat fee of $900 annually; $125 hourly consulting fee
Main office
3 East 68th Terrace
Kansas City MO 64113
Advisors at this office
1
Most active in
Kansas
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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