PlannerFees

Financial Equations Advisors, Inc. fees and pricing

Financial planner in Corona, California. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated January 30, 2026, Financial Equations Advisors, Inc. charges a flat or project fee of $500⁠-⁠$3,000 for financial planning.

Published fees

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

Flat or project fee
$500⁠-⁠$3,000
“Comprehensive Financial Planning For our comprehensive financial planning, we charge a fixed fee that ranges from $500 to $3,000.”

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

How Financial Equations Advisors, Inc. bills

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

  • “We also reserve the right to provide a full refund at any time if you are not satisfied with the service.”
  • “You may choose to be invoiced and pay for the service by check or credit card.”
  • “We will collect the agreed upon fee on a monthly basis, in advance, over a 12-month period.”

How Financial Equations Advisors, Inc.’s fees compare

  • Its flat or project fee of $500-$3,000 is below the California median of $5,000. 16% of the 796 other California planners that publish a flat or project fee charge less.

About Financial Equations Advisors, Inc.

“We offer comprehensive financial planning and ongoing financial planning services. We also offer ongoing financial planning services where we continuously monitor, update, and manage your written financial plan.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Firm size: 2 employees.
  • Founded: 2019 (7 years).

Planning areas mentioned in the brochure

  • Tax planning
  • Estate planning
  • Cash flow and budgeting

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
50
Employees
2
Works with
Individuals
Services reported to regulators
Financial planning and portfolio management for individuals and small businesses
Assets managed
$11,500,000
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
305295
Phone
(909) 997-8140

Other planners in Corona that publish fees

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