Equinox Financial Advisors, Inc. fees
Financial planner in Manchester Center, Vermont. Registered with the SEC.
According to its Form ADV Part 2A brochure dated July 20, 2026, Equinox Financial Advisors, Inc. (Manchester Center, VT) charges up to $500 an hour for financial planning.
- Website: equinoxfinancialadvisors.com (opens in new tab)
- Call (802) 367-7750
- Brochure (PDF) (opens in new tab)
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed July 20, 2026. Fees can change.
- Hourly rate
- Up to $500/hr
Can go up to $500; the Vermont median is $325.
“Equinox Financial offers financial planning services on an hourly basis ranging up to $500 per hour.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Credentials held at the firm
- CFP® professional (opens in new tab) and EA
- Team size
- 2 employees
How Equinox Financial Advisors, Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees may be negotiable at the sole discretion of the Advisor.”
- “Fees may be negotiable based on the on the nature and complexity of the services to be provided and the overall relationship with the Advisor.”
- “The balance shall be invoiced upon completion of the agreed upon deliverable[s].”
About Equinox Financial Advisors, Inc.
- Founded: 2021 (5 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees and a percentage of assets under management
- Clients
- 312
- Works with
- Individuals, high net worth individuals, charities, and businesses
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $111 million
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported on Form ADV as of August 7, 2026
- CRD number
- 312716 (opens in new tab)
- Phone
- (802) 367-7750
Registered or notice filed in 5 states: Florida, New York, North Carolina, Texas, Vermont
More planners in Vermont that publish fees
- Soaring Wealth LLCBristolHourly $300-$500/hr, Flat $6,000-$16,000
- Greenhill Financial PartnersRutlandFlat $1,500
- Shipwright AdvisorsBurlingtonFlat $1,000-$5,000, Monthly $80-$4,800/mo
- Long Advisors LLCMiddlesexHourly $350/hr
- Milne Financial Planning, Inc.St. JohnsburyHourly $425/hr, Flat $2,500
- Manchester Capital Management LLCManchesterFlat $10,000-$500,000
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.