Equal Voices Wealth LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Equal Voices Wealth serves individuals and families, including high-net-worth clients, offering comprehensive financial planning and discretionary investment management alongside project-based and hourly planning engagements. The firm also provides educational seminars and speaking engagements to groups, focused on general investment and personal finance topics.
The firm takes a holistic, client-tailored approach—collecting information on goals, cash flow, employee benefits, tax considerations, and risk tolerance to build and monitor individualized plans and portfolios on a discretionary basis. Investment implementation emphasizes passive, diversified portfolio construction grounded in modern portfolio theory, while the firm also uses fundamental, technical, cyclical, and charting analysis and conducts regular account reviews.
Compared with many peers, Equal Voices is notable for its public-facing educational program offerings (including fee-based and occasional pro‑bono seminars) and for relying principally on upfront/flat or retainer-style pricing that bundles planning and portfolio services rather than depending solely on percentage-of-assets fees. The firm manages roughly $59 million for a relatively small client base with a three-person advisory team and discloses that it does not accept third‑party product commissions.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Project-based financial planning fees range from $2,000 to $20,000, negotiable; onboarding fees between $500 and $5,000.
$0 - $600,000: 2% $600,001 - $1,000,000: $8,500/year flat fee $1,000,001 - $1,500,000: $10,000/year flat fee $1,500,001 - $2,000,000: $12,500/year flat fee $2,000,001 - $2,500,000: $16,000/year flat fee $2,500,001+: Negotiable
Hourly financial planning fees range from $300 to $400 per hour, negotiable.
Comprehensive Financial Planning ongoing fee paid monthly or quarterly ranging from $6,000 to $20,000+ per year depending on complexity and assets.
Minimum fee: Minimum annual fee ranges from $8,500 to $20,000 depending on assets under management and complexity. Fee-only: Yes, financial planning and investment management services are fee-only, no commissions.
Main office
See office121 Washington Ave. N, 2nd Floor
Minneapolis MN 55401
Advisors at this office
2
Offices (2)
Most active in
California · Minnesota · New York · Oregon · Texas · Washington
Also doing business as
Equal Voices Wealth · Equal Voices Wealth LLC · Fyooz Financial Planning · Fyooz Financial Planning 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:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
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.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Daniel S
CFP®, Series 66
Minneapolis, MN
Equal Voices Wealth LLC
Daniel Slagle is a CFP® and Series 66-licensed financial advisor at Equal Voices Wealth LLC in Minneapolis, MN, with 13 years of industry experience. His prior roles include positions at UBS Financial Services, Ameriprise Financial Services, Fyooz Financial Planning LLC, and Fruitful. Equal Voices Wealth serves individuals and families, including high-net-worth clients, providing comprehensive financial planning and discretionary investment management alongside project-based and hourly planning. The firm uses a holistic, client-tailored approach and emphasizes passive, diversified portfolio construction grounded in modern portfolio theory, supplemented by fundamental and technical analyses.
Natalie S
CFP®
Minneapolis, MN
Equal Voices Wealth LLC
Hi! I’m Natalie Slagle, CFP®. I co-founded EQUAL VOICES Wealth with my husband, Dan Slagle, CFP®. I specialize in guiding high-achieving couples who are taking retirement planning seriously and want a trusted partner to help coordinate the financial life they’ve worked hard to build. Many of the couples we serve have accumulated more wealth than their peers, often through disciplined saving, meaningful stock compensation, or an inheritance. They’re thoughtful, intentional, and committed to creating a life that reflects their values. Most importantly, they’re respectful, supportive partners who want to make decisions together with clarity rather than conflict. My role is to help you make the most of your opportunities, simplify complex financial decisions, and design a retirement path that feels confident and flexible. As a fee-only, fiduciary advisor, I provide unbiased guidance, proactive planning, and an ongoing partnership so you can enjoy life today while building toward the future you envision. If you’re looking for an advisor who understands the nuances of growing wealth and aligning your strategy with your life as a couple, I’d be delighted to support you. We offer two complimentary consultations to ensure a good fit. I look forward to meeting you soon. ***Typical Client*** Household income of $400,000 or more and/or +$1,000,000 of investable assets In a marriage built on mutual respect and ready to make financial decisions as a team ***Natalie's Awards and Recognitions*** 2025 Financial Advisor Magazine Young Advisor to Watch Winner (2025) InvestmentNews 40 Under 40 Winner (2023) XYPN Firm Of The Year (2020) Co-Host of the Money Dates podcast Media Mentions: New York Times, Wall Street Journal, and CNN
Jessica S
CFP®, Series 65
Castaic, CA
Equal Voices Wealth LLC
Jessica Serrano is a CFP® professional with two years of experience currently advising at Equal Voices Wealth LLC. She has worked at Fyooz Financial Planning for four years and held various roles in education and customer service. Equal Voices Wealth serves individuals and families, including high-net-worth clients, offering comprehensive financial planning and discretionary investment management. The firm provides client-tailored plans emphasizing passive, diversified portfolio construction and is notable for its public educational programs and a pricing model that bundles planning and portfolio services.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)