Equilibrium Financial Planning
Firm details
- Headquarters
- ,
- CRD number
- 327454
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI84.01%
- Individuals15.99%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Equilibrium Financial Planning is a small, independent registered investment adviser organized as an LLC that focuses on financial planning and portfolio management for individuals and small businesses. The firm operates as an owner-managed practice and delivers advice through a mix of fee models — percentage of assets under management, hourly charges and fixed fees — allowing flexibility for different client needs. Investment activity is concentrated in pooled, manager-driven vehicles rather than direct stock-picking. Filings show the firm runs discretionary mandates and favors public mutual funds as the core building block of client portfolios, supplemented by allocations to real estate through third‑party alternative managers. Equilibrium is not an active ESG investor, does not identify as a multi-state adviser, and is not structured as a pension consultant or related adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds80%
- Exchange Traded Equities10%
- Cash & Cash Equivalents10%
Contacts
2 of 2
Eric Johns
PresidentCRD 7778105
Rachael Johns
Director of OperationsCRD 7779654
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations