Equalis Financial
Equalis Financial (CRD# 281418) is a financial advisory firm headquartered in Los Angeles, CA. They manage $51,784,005 in 196 accounts and serve the financial needs of clients across 2 states (or territories).
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Total Assets Under Management52MILLION
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Total Number of Accounts196ACCOUNTS
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Average Account Value$264,204
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
CA, OR
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
OUR IDENTITY
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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
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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.
IMPARTIAL
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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.
TECHNOLOGY
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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.
Katrina Soelter (CRD# 6243614) is an Investment Advisor Representative working at Equalis Financial in North Hollywood, CA and has over 10 years of experience in the finance industry.