At Equilibrium Wealth Advisors (EWA), we act as your personal CFO, giving you the clarity, structure, and execution you deserve in a wealth management plan. Our planning process is intentional, efficient, and highly personalized. It contains three steps:
01
Discovery & Alignment
02
Blueprinting Your Plan
03
Implementation & Ongoing Guidance
Our Advisory Fee Schedule
Simple. Transparent. All-Inclusive.
At EWA, we believe our pricing structure should be clear and predictable, not masked by hidden costs or conflicts of interest. That’s why we use a straightforward, wrap-fee structure that covers all our integrated services for one AUM-based fee. You’ll never be billed by the hour or put “on the clock.” Instead, your fee is all-encompassing. It’s designed to give you unlimited access to our team whenever you need us, without hesitation.
Our philosophy is simple: your most valuable asset is time, and our role as your personal CFO is to save it. We handle the complexity behind the scenes and report back with clear strategies so you can make decisions with confidence and stay focused on the bigger picture.
Is Our Wealth Management Approach the Right Fit for You?
- We serve high-net-worth individuals and families with $1 million or more in investable assets.
- We have particular expertise supporting households in the $10–$100 million range who face complex financial structures, liquidity events, and multi-generational dynamics.
- We do not offer standalone tax preparation or insurance services. Our advisory fee fully integrates all of our services:
Comprehensive Financial Planning
Frequently Asked Questions
Our first meeting is focused on alignment—not sales.
We take time to understand your financial structure, goals, family dynamics, and long-term vision. We explain how we operate as fiduciaries and what an integrated advisory relationship looks like. If we mutually determine there is a strong fit, we begin gathering financial data to construct your personalized blueprint.
For many high-net-worth families, this conversation brings clarity and structure to financial decisions that have been operating in silos.
After gathering your information, we prepare two detailed analyses:
- A projection based on your current trajectory.
- A side-by-side comparison reflecting our recommended strategy.
This comparison typically addresses tax exposure, portfolio structure, distribution planning, estate alignment, insurance considerations, and long-term liquidity strategy. The goal is not complexity—it is clarity. You’ll see exactly where you are and what changes could improve your path toward financial independence.
Once your plan is implemented, we transition into a proactive, ongoing partnership.
As your personal CFO, we monitor investments, tax strategy, cash flow, estate coordination, and risk management continuously—not just during annual reviews. When life events occur—business sales, inheritance, career transitions, market volatility—we help you make structured, confident decisions in real time.
You are never “on the clock.” Our relationship is designed for unlimited access and long-term coordination.
We operate on a transparent, wrap-fee model based on assets under management (AUM).
This single, all-inclusive fee covers wealth management, tax strategy and preparation, insurance planning coordination (via EWA Insurance LLC), estate alignment, retirement distribution planning, and ongoing advisory support.
We do not bill hourly. We do not charge separate planning fees. We do not sell commissioned investment products. Our compensation structure is designed to minimize conflicts and align our incentives with your long-term success.
We are best suited for individuals and families with $1 million or more in investable assets who value integrated planning and long-term partnership.
Our expertise is particularly strong with $10–$100 million households navigating liquidity events, concentrated positions, advanced tax strategy, and multi-generational wealth planning.
If you are seeking standalone tax preparation, one-time financial advice, or transactional investment management, our process may not be the right fit. Our model is designed for clients who want clarity, structure, and a coordinated financial strategy under one roof.