EQUANIMITY FINANCIAL PARTNERS
SEC RegisteredEquanimity Financial Partners & You
About the firm
Equanimity Financial Partners thinks of its clients as owner-partners and of itself as managing partners, investing alongside clients and only recommending investments it is willing to own. The firm seeks to serve as thoughtful stewards of clients' savings and capital by first understanding what brings clients peace and joy.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
The firm offers financial planning tailored to client well-being, investment planning and portfolio management, and risk management in life and investing.
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 595 | $62M |
| High Net Worth Individuals | 41 | $93M |
| Charitable Organizations | 7 | $12M |
1 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Up to $999,999.99 | 1.25% |
| $1,000,000-$2,499,999 | 1.00% |
| $2,500,000-$4,999,999 | 0.90% |
| Over $5,000,000 | 0.85% |
Data as of April 30, 2025 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. EQUANIMITY FINANCIAL PARTNERS has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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