Equinox Financial Advisors, Inc.
Firm details
- Headquarters
- Manchester Center, Vermont
- CRD number
- 312716
- Registered since
- August 20, 2026
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI52.95%
- Individuals45.65%
- Corporations / Businesses1.14%
- Charitable Organizations0.25%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Equinox Financial Advisors, Inc. is an independent, privately owned registered investment adviser operating as a corporation that primarily serves individual and family clients. The firm provides financial planning and portfolio management for individuals and small businesses, and also lists accounting among its business activities. Its fees are charged as a percentage of assets under management and on an hourly basis. Equinox does not identify as an active ESG investor and is not marked as a multi-state or pension consultant adviser in the available data.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Funds73%
- Exchange Traded Equities23%
- US Government Bonds3%
- Cash & Cash Equivalents1%
Contacts
1 of 1
Tyson Fielding
President, Financial AdvisorCRD 6789175
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Manchester Center, VT
Bennington
Location
Manchester Center, VT
Headquartered in Manchester Center, VT, in the Northeast of the United States.
- Region
- Northeast
- County
- Bennington
- Address
- 16 Lincoln Ave
- Time zone
- ET (UTC-5)
- Office locations
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