PlannerFees

Aequitas Financial, LLC fees and pricing

Financial planner in Santa Ana, California. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated June 27, 2026, Aequitas Financial, LLC charges $300 an hour, a flat or project fee of $50,000, a monthly fee of $500⁠-⁠$800, and an annual fee of $6,000⁠-⁠$9,600 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed June 27, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$300/hr
“Upon termination, the firm will determine the value of services performed through the termination date at its hourly rate of $300.”
Flat or project fee
$50,000
“​ Complex — $16,000/year individual; $24,000/year couple; and above For engagements whose complexity exceeds the Complex tier, the fee is negotiated and agreed in writing in advance based on the scope of work; in no event will the annual financial planning fee exceed $50,000.”
Monthly fee
$500⁠-⁠$800/mo
“​ Foundation — $6,000/year individual ($500/month); $9,600/year couple ($800/month)”
Annual fee
$6,000⁠-⁠$9,600/yr

From the same sentence as above.

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Aequitas Financial, LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

  • “Financial planning is offered on an ongoing basis under a 12-month engagement for an annual flat fee, paid monthly in advance, with payment due by the 5th day of each month.”
  • “Fees are negotiable at the firm’s discretion and may be set below the stated tier amounts.”
  • “This fee will be adjusted on a prorated basis for management of assets not lasting the whole quarter (i.e., the Client is onboarded after the quarter has started, or terminated before the end of the quarter).”

How Aequitas Financial, LLC’s fees compare

  • Its hourly rate of $300 matches the California median of $300. 41% of the 932 other California planners that publish an hourly rate charge less.
  • 1 of the 5 other planners in Santa Ana that publish an hourly rate charge less.
  • Its flat or project fee of $50,000 is above the California median of $5,000. 97% of the 796 other California planners that publish a flat or project fee charge less.
  • 4 of the 4 other planners in Santa Ana that publish a flat or project fee charge less.
  • Its annual fee of $6,000-$9,600 spans the California median of $6,250. 58% of the 224 other California planners that publish an annual fee charge less.

About Aequitas Financial, LLC

  • Principal: Taylor Bell
  • Solo practice: one person runs the firm, so you work directly with the planner.
  • Meets clients remotely: the brochure mentions virtual or online meetings.
  • Registered as an adviser: 2023 (3 years).

Planning areas mentioned in the brochure

  • Retirement planning
  • Tax planning
  • Estate planning
  • College planning
  • Business owners
  • Cash flow and budgeting

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
0.65% a year
Clients
6
Employees
1
Works with
Individuals
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops
Assets managed
$1,446,448
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
325830
Website
aequitasfp.com (opens in new tab)
Phone
(801) 641-5960

Can advise clients in 2 states: California, Utah

Other planners in Santa Ana that publish fees

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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.