Equita Financial Network, Inc. fees and pricing
Financial planner in Fort Washington, Pennsylvania. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 11, 2026, Equita Financial Network, Inc. charges $500 an hour and a flat or project fee of $10,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 11, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $500/hr
“Financial Planning fee is an hourly rate will not exceed $500.00 per hour, depending on complexity and client’s needs.”
- Flat or project fee
- $10,000
“The fixed fee will not exceed $10,000.00, per plan.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Equita Financial Network, Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Financial Consulting Financial consulting consists of an ongoing fee that is paid quarterly, in advance, at a rate up to $7,500.00 per quarter.”
- “The fee may be negotiable in certain cases, and clients may choose to pay the fee monthly as well.”
- “Upon termination of any account, the fee will be prorated and any unearned fee will be refunded to the client.”
How Equita Financial Network, Inc.’s fees compare
- Its hourly rate of $500 is above the Pennsylvania median of $250. 91% of the 267 other Pennsylvania planners that publish an hourly rate charge less.
- 2 of the 2 other planners in Fort Washington that publish an hourly rate charge less.
- Its flat or project fee of $10,000 is above the Pennsylvania median of $3,650. 81% of the 232 other Pennsylvania planners that publish a flat or project fee charge less.
About Equita Financial Network, Inc.
- Firm size: 19 employees.
- Meets clients remotely: the brochure mentions virtual or online meetings.
- Founded: 2015 (11 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax 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, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 3% a year
- Clients
- 434
- Employees
- 19
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
- Assets managed
- $390,965,587
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 277031
- Phone
- (800) 604-0176
Can advise clients in 22 states: Arizona, California, Colorado, Connecticut, Florida, Georgia, Illinois, Massachusetts, Michigan, Minnesota, Missouri, North Carolina, New Jersey, New Mexico, New York, Ohio, Oregon, Pennsylvania, Tennessee, Texas, Virginia, Washington
Other planners in Fort Washington that publish fees
- BarristerFort Washington$200-$500/hr, $99/mo
- Thrive Capital Management, LLCFort Washington$350-$500/hr, $2,000/yr
- 100 Plus PlanningCenter Valley$1,000-$6,000
- 10TH Street CapitalPhiladelphia$300/hr, $3,000-$20,000
- 2ND Story Wealth PlannersPlymouth Meeting$400/hr, $3,000-$6,000
- 80 West Asset Management, LLCPittsburgh$250/hr, $2,000/yr
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.