Equip Financial Partners fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$500⁠-⁠$50,000

“Fixed fee rates range between $500 and $50,000.”

Monthly fee

$416⁠-⁠$3,333/mo

“Fees are paid either monthly or quarterly, in advance at a rate of $416.67 - $3,333.33 per month, or $1,250 - $10,000 per quarter.”

Quarterly fee

$1,250⁠-⁠$10,000/qtr

From the same sentence as above.

Annual fee

$5,000/yr

“The minimum annual fee for Ongoing Financial Planning is $5,000.”

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

How Equip Financial Partners bills

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

• “Fees are negotiable and the final agreed upon fee will be outlined in your Advisory Contract.”
• “The annual advisory fee is paid quarterly in advance and is based on the value of the account(s) as of the last day of the previous billing period.”
• “Fees are negotiable and the final agreed upon fee will be outlined in your Advisory Contract.”

How Equip Financial Partners’ fees compare

• Its flat or project fee of $500-$50,000 spans the Alabama median of $5,075. 91% of the 35 other Alabama planners that publish a flat or project fee charge less.
• 1 of the 2 other planners in Fairhope that publish a flat or project fee charge less.
• Its annual fee of $5,000 is above the Alabama median of $4,000. 63% of the 16 other Alabama planners that publish an annual fee charge less.

About Equip Financial Partners

• Principal: Christopher Alman
• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2022 (4 years).

Planning areas mentioned in the brochure

• College planning

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

2% a year

Minimum

$5,000 minimum fee (stated in brochure)

Employees

1

Services reported to regulators

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

Assets managed

$4,463,522

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

323730

Website

equipfp.com (opens in new tab)

Phone

(251) 373-8363

Other planners in Fairhope that publish fees

• Formula WealthFairhope$250/hr, $500⁠-⁠$3,600
• Gulf Coast Financial AdvisorsFairhope$150/hr, $500⁠-⁠$50,000
• Naviant Partners, LLCFairhope$200⁠-⁠$250/hr
• 6TH Street Advisors, LLCDaphne$150/hr, $1,000⁠-⁠$5,000
• Aja Financial LLCOpelika$500⁠-⁠$1,500
• Allysian Wealth PlanningCullman$300/hr, $2,700⁠-⁠$36,000

Compare all 7 planners in Fairhope