Equilibrium Financial Planning

Overview

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