Aequitas Investment Advisors, LLC fees and pricing

Published fees

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

Hourly rate

$175⁠-⁠$350/hr

“In some situations, we can charge for our consulting services on an hourly basis, ranging from $175 to $350 per hour.”

Annual fee

$3,000⁠-⁠$50,000/yr

“Fees for specialized portfolio management services will typically range from $3,000 to $50,000 annually and will be billed either quarterly or semi-annually in advance.”

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

How Aequitas Investment Advisors, LLC bills

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

• “The total combined fee will be invoiced to the Client, or to the Client’s account, on a calendar quarterly basis in arrears.”
• “The client may choose how to pay the invoice.”
• “The Client will be notified in advance of any changes to the subsequent year’s base planning fee.”

How Aequitas Investment Advisors, LLC’s fees compare

• Its hourly rate of $175-$350 spans the Massachusetts median of $300. 46% of the 183 other Massachusetts planners that publish an hourly rate charge less.
• None of the 3 other planners in Hingham that publish an hourly rate charge less.
• Its annual fee of $3,000-$50,000 spans the Massachusetts median of $8,250. 89% of the 62 other Massachusetts planners that publish an annual fee charge less.
• 1 of the 2 other planners in Hingham that publish an annual fee charge less.

About Aequitas Investment Advisors, LLC

• Firm size: 8 employees.
• Credentials named in the brochure: CFP®, ChFC®, and CFA.
• Registered as an adviser: 2017 (9 years).

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

0.35% a year

Clients

180

Employees

8

Works with

Individuals, high net worth individuals, and charities

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and selecting other advisers

Assets managed

$826,100,169

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

127625

Website

aequitas-inv.com (opens in new tab)

Phone

(781) 740-1199

Can advise clients in 6 states: California, Connecticut, Florida, Massachusetts, New Hampshire, New York

Other planners in Hingham that publish fees

• Bostonpremier WealthHingham$500/hr, $500⁠-⁠$15,000
• Nexten FPHinghamUp to $10,000
• One Financial Design, LLCHingham$350/hr, $400⁠-⁠$5,000
• Sandy Cove Advisors, LLCHingham$100⁠-⁠$500/hr, $20,000⁠-⁠$250,000/yr

Compare all 8 planners in Hingham