E
EQUINET, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
5
0% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
5
LowAverage account size
$0
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
Consulting
Expertise
Annuities
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 location
EQUINET, Inc.
Leawood KS, United States
Number of offices
1
Most active in
EQUINET, Inc. has reported serving >5 clients in these states in the last 12 months.
Kansas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
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.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
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.
-
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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