Equinox Financial Advisors, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$104,104,582
Clients
310
12% high-net-worth
Advisors
1
of 2 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
310
Very HighAverage account size
$335,821
About
Equinox Financial serves individuals, high‑net-worth clients, trusts, estates and businesses, providing wealth management, investment management, financial planning, and tax preparation with electronic filing. The firm discloses its fiduciary role and offers both discretionary and non‑discretionary portfolio management alongside consulting services.
The firm constructs customized, primarily long‑term portfolios using low‑cost, diversified mutual funds and ETFs and, when appropriate, individual stocks, bonds, options and REITs, with allowance for retaining legacy holdings for tax or strategy fit. Client accounts are monitored on an ongoing basis and portfolios are tailored to each client’s goals, risk tolerance and tax considerations.
What is distinctive about Equinox Financial is the combination of investment advisory services with in‑house tax preparation and electronic filing—a capability the brochure highlights and that is uncommon among peers—and its relatively high client load of roughly 310 clients served by a small advisory team. The brochure also notes a 35% advisory‑fee discount for nonprofit organizations and participation on an institutional custody platform to access execution, reporting and back‑office support.
Client services
Financial planning
Portfolio management
Expertise
Wealth management
Active portfolio management
Tax-loss harvesting
Real estate investing
Fee options
$0 - $1,000,000: 1.00% annually $1,000,000 - $3,000,000: 0.50% annually $3,000,000+: 0.25% annually
Up to $500 per hour, negotiable based on complexity and relationship
Account minimum: $25,000
Main office location
Equinox Financial Advisors, Inc.
16 Lincoln Avenue
Manchester Center VT 05255, United States
Number of offices
1
Most active in
Equinox Financial Advisors, Inc. has reported serving >5 clients in these states in the last 12 months.
Florida · New York · North Carolina · Texas · Vermont
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 active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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.
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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.
Forms ADV
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