Financial Equations Advisors, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Like many supported firms, Financial Equations Advisors focuses on individual clients and also works with business clients on retirement-plan matters, offering comprehensive and ongoing financial planning, discretionary portfolio management, and retirement plan consulting. Clients receive written financial plans and periodic reviews as part of its planning and investment services.
The firm builds portfolios from an asset‑allocation framework tailored to client goals and risk tolerance, then applies technical analysis to manage and review holdings. It may engage third‑party sub‑advisers to manage portions of client assets on a discretionary basis while retaining oversight and authority to hire or replace those sub‑advisers.
Notably for a small, single‑advisor firm managing roughly $11.5 million for about 50 clients, the firm sponsors a wrap‑fee program that bundles advisory services, custody, execution, and related third‑party costs—while also offering a non‑wrap option. It also provides ERISA fiduciary retirement‑plan consulting and participates in an institutional custodian program that gives access to block trading, institutional fund options, and other custodian services.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.00% to 1.50% Above $1,000,000+: 0.75% to 1.00%
Minimum fee: $500 to $3,000 fixed fee for comprehensive financial planning and ongoing financial planning services Fee-only: Fixed fees for financial planning services ranging from $500 to $3,000
Main office
4160 Temescal Canyon Rd. Suite 401
Corona CA 92883
Advisors at this office
2
Most active in
California
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
Navy K
Series 66
Corona, CA
Financial Equations Advisors, Inc.
Navy Klomsue is a financial advisor with Financial Equations Advisors, Inc., holding a Series 66 designation and 19 years of industry experience. Prior to joining his current firm in 2020, he worked at Wealthsource Partners, LLC and Ameriprise Financial Services, Inc. Financial Equations Advisors serves individual and business clients, providing comprehensive financial planning, discretionary portfolio management, and retirement plan consulting. The firm uses an asset-allocation framework combined with technical analysis and may engage third-party sub-advisers while maintaining oversight, and it offers both wrap-fee and non-wrap advisory options.
Gail G
Series 65
Corona, CA
Financial Equations Advisors, Inc.
Gail Gonzales is a financial advisor at Financial Equations Advisors, Inc. in Corona, CA, holding a Series 65 designation with five years of industry experience. Her prior work includes roles at Collier Simon, Spinifex, Ignited, CoBird, and Gearys. Financial Equations Advisors serves individual and business clients with comprehensive financial planning, discretionary portfolio management, and retirement plan consulting. The firm uses an asset-allocation framework combined with technical analysis and may engage third-party sub-advisers while maintaining oversight.
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