Equanimity Wealth fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed August 24, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“Financial Planning engagements are offered at an hourly rate of $250 per hour, depending on complexity.”

Flat or project fee

$399

“Under this schedule, Ongoing Financial Planning consists of an initial engagement fee of $399 for the first month, paid in arrears.”

Monthly fee

$169⁠-⁠$199/mo

“Going forward, our ongoing fee ranges from $169 to $199 per month based on the complexity of the client’s situation, and is paid in arrears.”

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

How Equanimity Wealth bills

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

• “The fee may be negotiable in certain cases.”
• “Fees for this service may be paid by electronic funds transfer or check.”
• “Upon termination of any agreement, the fee will be prorated and any unearned fee will be refunded to the client.”

How Equanimity Wealth’s fees compare

• Its hourly rate of $250 is below the California median of $300. 19% of the 932 other California planners that publish an hourly rate charge less.
• 1 of the 2 other planners in Glendale that publish an hourly rate charge less.
• Its flat or project fee of $399 is below the California median of $5,000. 3% of the 796 other California planners that publish a flat or project fee charge less.
• None of the 2 other planners in Glendale that publish a flat or project fee charge less.
• It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Equanimity Wealth

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Founded: 2024 (2 years).

Planning areas mentioned in the brochure

• Retirement 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

Charges a % of assets

No

Employees

1

Services reported to regulators

Financial planning

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

334359

Website

equanimity-wealth.com (opens in new tab)

Phone

(818) 696-3750

Other planners in Glendale that publish fees

• BFF Wealth Management, Inc.Glendale$2,250
• Chaney Financial Services, Inc.Glendale$200/hr, $1,000⁠-⁠$5,000
• Pacific Global Investment Management CompanyGlendale$250/hr, $1,000⁠-⁠$2,500/yr
• 10/28 Wealth Management LLCOceanside$300/hr, $500⁠-⁠$10,000
• 360DividendsGranite Bay$300/hr, $2,500⁠-⁠$10,000
• 3D Holistic WealthIrvine$300/hr, $1,500⁠-⁠$10,000

Compare all 10 planners in Glendale