Aequitas Equitas Wealth Management LLC fees and pricing
Financial planner in Riegelsville, Pennsylvania. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated February 24, 2026, Aequitas Equitas Wealth Management LLC charges an annual fee of $1,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 24, 2026. Fees can change, so confirm with the firm before you hire them.
- Annual fee
- $1,000/yr
“There is a minimum annual fee of $1,000 per plan.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Aequitas Equitas Wealth Management LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees for partial months are prorated based on the number of days assets are under management.”
- “Fees are generally deducted directly from client accounts, but clients may elect to alternatively pay fees by check.”
- “Any payments made in advance will be prorated and unearned fees will be refunded to the client.”
How Aequitas Equitas Wealth Management LLC’s fees compare
- Its annual fee of $1,000 is below the Pennsylvania median of $6,000. 7% of the 74 other Pennsylvania planners that publish an annual fee charge less.
About Aequitas Equitas Wealth Management LLC
- Firm size: 2 employees.
- Registered as an adviser: 2021 (5 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.95% a year
- Minimum
- $1,000 minimum fee (stated in brochure)
- Clients
- 44
- Employees
- 2
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and pension consulting
- Assets managed
- $11,672,086
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 312693
- Phone
- (215) 766-7002
Other planners in Pennsylvania that publish fees
- 100 Plus PlanningCenter Valley$1,000-$6,000
- 10TH Street CapitalPhiladelphia$300/hr, $3,000-$20,000
- 2ND Story Wealth PlannersPlymouth Meeting$400/hr, $3,000-$6,000
- 80 West Asset Management, LLCPittsburgh$250/hr, $2,000/yr
- A Better Way Financial, LLCAllentown$500-$2,399/yr
- A. Neff Associates LLCPittsburgh$150/hr
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.