Equity Management Group
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$56,545,069
Clients
81
Advisors
3
across 2 offices
About
Equity Management Group advises individuals (including high‑net‑worth and non‑HNW clients), as well as non‑profit organizations, retirement and profit‑sharing plans, trusts, estates, and business entities. The firm delivers fee‑only financial planning and discretionary portfolio management, employing a mix of stocks, mutual funds, ETFs, bonds, options, and master limited partnerships.
The firm develops individualized investment plans using a client questionnaire and a personal wealth management portal, and it asks clients to review updates at least annually while also issuing a quarterly newsletter. Investment decisions combine purchased and proprietary fundamental research, portfolios are reviewed at least weekly by the three‑advisor team, and trades are aggregated through a lead custodian platform when feasible.
Founded in 1987, the small, multi‑generational team manages roughly $67 million for about 81 client accounts, supporting a relatively hands‑on, frequent review process and discretionary oversight. Distinctive operational practices include its fee‑only fiduciary stance, occasional use of options and MLPs to modify risk or generate income, and a policy that leaves proxy voting to clients rather than voting securities on their behalf.
Client services
Expertise
Fee options
$0 - $2,000,000: 1.00% annually $2,000,000+: 0.90% annually $3,000,000+: 0.80% annually $4,000,000+: 0.70% annually $5,000,000+: 0.60% annually $6,000,000+: minimum incremental rate of 0.5%
Account minimum: $100,000 Fee-only: Fee-only investment management and financial planning services; no commissions
Main office
See officeSanta Rosa Valley CA
Advisors at this office
2
Offices (2)
Most active in
California
Also doing business as
Dransfeldt Vernon Leroy · Equity Management Group · Equity Management Group, LLC
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
Advisors at this firm
Sarah G
Series 65
Santa Rosa Valley, CA
Equity Management Group
Sarah Gassert is a Series 65-licensed advisor at Equity Management Group with no prior industry experience. She has worked at DAV Energy Solutions from 2019 to 2021 and has been with Equity Management Group since 2013. Equity Management Group is a fee-only firm that provides investment management and financial planning to individuals, trusts, estates, non-profits, and retirement plans under a fiduciary standard. The firm offers discretionary portfolio supervision and builds individualized investment plans tailored to clients’ goals and risk tolerance, utilizing a combination of independent research and proprietary analysis.
Jennifer M
Series 65
Camarillo, CA
Equity Management Group
Jennifer McGee is a financial advisor at Equity Management Group in Camarillo, CA, holding a Series 65 designation with 31 years of industry experience. She has been with Equity Management Group since 1992. Equity Management Group provides fee-only investment management and financial planning to individuals, trusts, estates, non-profit corporations, and retirement plans under a fiduciary standard. The firm manages approximately $62.6 million across about 80 client relationships, offering discretionary portfolio supervision and periodic financial planning, with an investment approach that combines independent research and proprietary analysis tailored to clients’ goals and risk tolerance.
Vernon D
CFP®, Series 63, Series 65
Santa Rosa Valley, CA
Equity Management Group
Vernon Dransfeldt is a CFP® professional with nine years of industry experience, currently serving as an advisor at Equity Management Group since 2016. He holds Series 63 and Series 65 licenses and operates out of Santa Rosa Valley, CA. Equity Management Group provides fee-only financial planning and discretionary portfolio management to individuals—including high-net-worth and other clients—as well as non-profits, retirement plans, trusts, estates, and business entities. The firm employs a combination of stocks, mutual funds, ETFs, bonds, options, and master limited partnerships, supported by individualized investment plans and regular portfolio reviews by its three-advisor team.
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