Equatorial Advisors, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$150⁠-⁠$500

“Depending upon the complexity of the situation and the needs of the client, the rate for creating client financial plans is between $150.00 and $500.00.”

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

How Equatorial Advisors, LLC bills

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

• “Fees are paid quarterly in arrears, and clients may terminate their contracts with thirty days’ written notice.”
• “Because fees are charged in arrears, no refund policy is necessary.”
• “The fee may be waived by the EA upon establishment of Investment Account at the sole discretion of the EA Fees are paid in arrears upon completion.”

How Equatorial Advisors, LLC’s fees compare

• Its flat or project fee of $150-$500 is below the Maryland median of $4,335. 4% of the 133 other Maryland planners that publish a flat or project fee charge less.
• None of the 12 other planners in Baltimore that publish a flat or project fee charge less.

About Equatorial Advisors, LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: EA.
• Registered as an adviser: 2009 (17 years).

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

3% a year

Clients

56

Employees

1

Works with

Individuals, high net worth individuals, and other investment advisers

Services reported to regulators

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

Assets managed

$11,534,493

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

152412

Website

equatorialgroup.com (opens in new tab)

Phone

(410) 788-0090

Can advise clients in 2 states: Georgia, Maryland

Other planners in Baltimore that publish fees

• Aerie Capital ManagementBaltimore$250/hr, $1,000⁠-⁠$2,500
• Buttonwood Financial Advisors, Inc.Baltimore$500
• Charles Street Asset Management, Inc.Baltimore$200⁠-⁠$300/hr, $1,000⁠-⁠$10,000
• Docempowered, LLCBaltimore$600/hr, $600⁠-⁠$1,000/mo
• Foundry Wealth Advisors, LLCBaltimore$250/hr, $2,000⁠-⁠$10,000
• Garritt Financial Solutions LLCBaltimore$275/hr, $1,800⁠-⁠$3,500

Compare all 25 planners in Baltimore