CRD Number: 6093393
Current Firm: Equalis Financial
Compensation Model: Fee Only
Hello. We’re Equalis Financial and we have the financial help you’re looking for.
Focused whole-heartedly on the principle of equality, we’re an independent, fee-only firm specializing in financial planning and investment management services for the LGBTQ community, women, and young professionals.
We believe such individuals deserve fair access to financial advisement that fits their unique needs with sexual orientation, marital status, or net worth appearing as no basis for discrimination. This is too often the case in the black-and-white world of financial planning, but not here.
Here, our mission is to empower the individual - individuals like you - to be an active and equal partner in your financial planning, regardless of immediate or long-term goals. We work with you so you can live your best life.
What sets us apart
Equalis Financial was founded by a member of the LGBT community, a woman, and a once-young, now-experienced professional. Your needs will be attended to with compassion and understanding.
FEE-ONLY and INDEPENDENT
This means we do not sell any investment products, represent any product or company, and do not receive any commissions. We work strictly for you and are paid only by you, setting us apart from some of the big guys out there.
It’s also our fiduciary duty to do what’s best for you, which requires us to put your interests ahead of our own. Seems like a no-brainer and a matter of decency, but it’s unfortunately not the standard.
Everyone deserves access to financial advice regardless of sexual orientation, gender, net worth, or any other excuse for denying someone equal treatment. We level the playing field.
Like our office? You’re in it. We are location independent, meaning we use web-based tools and technology to allow us to work as a virtual advisor and assist you no matter your physical location. This means more convenient, anytime, anywhere help for you.
Fried Asset Management, Inc.
Penniall & Associates
|Equalis Financial||Los Angeles, CA||Dec 2016 - Current||2|
|CG Financial Services||Los Angeles, CA||Sep 2015 - Oct 2016||1|
|Ameriprise Financial Services, Inc.||Pasadena, CA||Jun 2012 - Jun 2015||3|
|Silver Oak Wealth Advisors, LLC||Los Angeles, CA||Jun 2010 - Jun 2012||2|
|Brentwood Advisory Group, LLC||Los Angeles, CA||Jan 2007 - Jun 2010||3|
|California State Treasurer's Office||Sacramento, CA||Jan 2006 - Jan 2007||1|
Total Assets Under Management4MILLIONS
Total Number of Accounts24ACCOUNTS
Average Account Value$179,962
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
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