Equinox Financial Advisors, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Equinox Financial Advisors, Inc. provides wealth management, investment management, financial planning, and tax preparation and filing services to individuals, high‑net‑worth clients, trusts, estates, businesses, and nonprofit organizations. The firm manages roughly $110.9 million in discretionary client assets across about 312 client relationships and serves as a fiduciary to its clients.
The firm builds customized, primarily long‑term portfolios using low‑cost mutual funds and ETFs and may incorporate individual stocks, bonds, options, or REITs as appropriate, while allowing clients to impose reasonable investment restrictions. Investment management is delivered through continuous personal contact, periodic reviews, and ongoing monitoring, with flexibility to rebalance or sell for tax, risk‑management, or cash‑flow reasons.
Noteworthy features include an unusually high client load for a single‑advisor independent firm combined with an in‑house tax preparation capability; the firm’s principal holds CFP®, APMA™ and Enrolled Agent credentials. Equinox explicitly serves corporate and charitable clients and offers discounted fee arrangements for nonprofit organizations, and firm leadership’s nonprofit board involvement may inform its work with charitable and business clients.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.00% annually $1,000,001 - $3,000,000: 0.50% annually $3,000,001+: 0.25% annually
Up to $500 per hour, fees may be negotiable
Account minimum: $25,000 (may be waived at the Advisor’s sole discretion)
Main office
16 Lincoln Avenue
Manchester Center VT 05255
Advisors at this office
1
Most active in
Florida · New York · North Carolina · Texas · Vermont
Also doing business as
Equinox Financial Advisors, Inc. · T&E Fielding Corp
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:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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.
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