Equanimity Financial Partners fees and pricing
Financial planner in Pasadena, California. Registered with the SEC.
According to its Form ADV Part 2A brochure dated June 18, 2026, Equanimity Financial Partners charges a flat or project fee of $2,500-$20,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed June 18, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $2,500-$20,000
“Flat fees range from $2,500 to $20,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Equanimity Financial Partners bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Annualized fees are billed on a pro-rata basis monthly in advance based on the value of the account(s) on the last day of the previous month.”
- “Fees are generally not negotiable and will be deducted from client account(s).”
- “In rare cases, our firm will agree to directly invoice.”
How Equanimity Financial Partners’ fees compare
- Its flat or project fee of $2,500-$20,000 spans the California median of $5,000. 84% of the 796 other California planners that publish a flat or project fee charge less.
- 14 of the 16 other planners in Pasadena that publish a flat or project fee charge less.
About Equanimity Financial Partners
“Our firm provides a variety of standalone financial planning and consulting services to clients for the management of financial resources based upon an analysis of current situation, goals, and objectives.”
- Principal: Christopher Haydel
- Firm size: 4 employees.
- Registered as an adviser: 2009 (17 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Insurance analysis
- Charitable giving
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.75% a year
- Clients
- 658
- Employees
- 4
- Works with
- Individuals, high net worth individuals, and pension and profit sharing plans
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers
- Assets managed
- $234,310,000
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 152050
- Phone
- (626) 529-8347
Can advise clients in 4 states: California, Louisiana, Texas, Washington
Other planners in Pasadena that publish fees
- Appian Way FinancialPasadena$500-$5,000
- Favor Wealth Advisors, LLCPasadena$500/hr, $2,500-$20,000
- Fiducia Wealth ManagementPasadena$350/hr, $2,500-$10,000
- Firmo Investment Consulting ServicesPasadena$150/hr, $1,050
- Foundry Financial LLCPasadena$1,000-$10,000
- Garabedian Wealth Management GroupPasadena$500/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.