Just as every person is totally unique, so are their financial capabilities, life circumstances, dreams, and goals. We're here to provide services at the level you need.
Advantage Foundational Planning
$49.99 / per month
$2,500 Initial Setup Cost
Cash Flow
Net Worth
Retirement Goal
Retirement Distribution Strategy
Interactive Planning Tool Box
Tax Efficiency Review
Custom Portfolios
Annual Meeting
Trust & Will Review
Insurance Review & Risk Management
Ongoing Monitoring of Plan
Goals Plannings (3)
Account Minimum $25K
Aequus Advantage Comprehensive Planning
All Inclusive
Complimentary Initial Setup
Complimentary Initial Setup
Cash Flow
Net Worth
Retirement Goal
Retirement Distribution Strategy
Interactive Planning Tool Box
Tax Efficiency Review
Custom Portfolios
Annual Meeting
Trust & Will Review
Insurance Review & Risk Management
Ongoing Monitoring of Plan
Goals Planning (Unlimited)
Philanthropic Review
Liquidity Event / Business Planning
Plan Update
Estate Plan & Review
Philanthropic Strategies
Aequus University (TBD)
College Plan (529)
Annual Tax Review & Analysis
Quarterly Meeting
Trust Tax Review
Account Consolidation & Oversight
Liability Management
Account Minimum $1M
Aequus Advantage Private Wealth Advisory
All Inclusive
Complimentary Initial Setup
Complimentary Initial Setup
Cash Flow
Net Worth
Retirement Goal
Retirement Distribution Strategy
Interactive Planning Tool Box
Tax Efficiency Review
Custom Portfolios
Annual Meeting
Trust & Will Review
Insurance Review & Risk Management
Ongoing Monitoring of Plan
Goals Planning (Unlimited)
Philanthropic Review
Liquidity Event / Business Planning
Plan Update
Estate Plan & Review
Philanthropic Strategies
Aequus University (TBD)
College Plan (529)
Annual Tax Review & Analysis
Quarterly Meeting
Account Consolidation & Oversight
Liability Management
Behavioral Finance Assessment & Coaching (4 Sessions)
Real Estate Management (Arden Trust Services)
Educational Retreat*
Additional Trust Services (Arden Trust Service)
Account Minimum $5M
*additional costs
Just Getting Started?
Who graduates from college and already has savings in the bank? Not many. That's is why we also offer our stand alone services.
Looking for Planning Tools?
Some people just like to handle their finances in-house. No problem! Utilize our planning tools, like Asset Map, and plot your own path.
Need a Jumpstart?
Take advantage of our individual services and pick our collective brain in whatever way you need!
Stand Alone Services
Customized Portfolios
$$Portfolios and investments that are aligned with your comfortability with risk, your needs, priorities and goals.Risk & Volatility Analysis
$50Does your tolerance for risk line up with your reality? Do you know how to define risk in a portfolio or financial plan? Our team will break that down using behavioral finance that will help clarify the short term risk while maintaining a long-term view.Goal Planning
$150Everyone has goals, or accomplishments and financial milestones they have in mind. We work with you to help define, articulate and budget for the various goal, needs and priorities you might have.Retirement Planning
$150Can you retire when you would like? What will your lifestyle look like? How do you even define a happy retirement? We will work with you in crafting a clear vision for your future while providing various options to ensure that you are taking the appropriate steps to potentially achieving that retirement dream.Insurance Analysis
$250How much insurance do you need? Do you have enough? How does your policy stack up with some other options? Do you understand the benefits of the insurance you have? Our team will review your current policies and benchmark the policies to your potential needs.Aequus Foundational Financial Plan
$1,500Do you have a plan? Have you defined your goals and created a strategy to potentially achieve them? Are you a homeowner? Do you have a proper will and estate plan? Do you even need one? Everyone needs a foundational financial plan at the very least. Our team will spend the time to craft a financial plan that will provide you a clear and confident pathway to your financial well being.Aequus Advantage Family Financial Plan
$2,500Do you have a plan? Have you defined your goals and created a strategy to potentially achieve them? Are you a homeowner? Do you have a proper will and estate plan? Do you even need one? Everyone needs a foundational financial plan at the very least. Our team will spend the time to craft a financial plan that will provide you a clear and confident pathway to your financial well being.Complete Asset Allocation
$500You might have investments at various institutions. Maybe you have a retirement plan at work. It is critical that all of your assets in work in synch with one another avoiding redundancy and overexposure to risk. Our team will work to create an asset allocation that is working across your multiple investment platforms.Estate & Legacy Planning
$1,000Plan for transferring your wealth to the next generation.Tax Analysis
$500Our team will run an analysis of your most recent tax return and provide you will an simple to read report that identifies opportunities fort ax efficiency. Our findings can also be shared with you CPA.
Cash Flow Analysis
$250A clear budget is the start of any sound financial plan. However, it is difficult to live within a budget if you do not have a clear understanding of your monthly cash flow. Our team will work with you and create a cash flow report and convert those findings into a realistic budget.Asset Map
$75In under 10 minutes you can have a clear, concise one-page asset map that demonstrates your entire financial picture in a “mind map” style.Educational Meetings
$200You can request an hour-long educational briefing on any topic of your choice in the financial planning process. Our tailored curriculum can include topics like but not limited to: overall planning, taxes, insurance, lending solutions, legacy planning, business succession plan, and family dynamics and money.College Savings Analysis
$250Are you prepared to fund your child’s higher education? Are the options confusing? How much do you need to save per month or year to ensure that you completely fund tuition? These are critical questions and our team will work you to put into place a comprehensive college savings plan.Meeting with a CFP
$250Do you already have a plan and you need to have to reviewed? Do you have a planning question? Or you looking for a fiduciary to provide you with advice and help you tackle a specific challenge? Schedule time to speak with one of our Certified Financial Planners at a hourly rate.Lending Solutions
$250Making a larger purchase? Need short-term liquidity? Have you thought about how to use leverage as a strategy in your overall financial plan? Meet with one of our team members to explore options and pursue possible solutions.24 Hour Helpdesk
$$Assistance when you need it. Included with all of our Advantage Service packages.Tax Management
$$Included with all of our Advantage Service packages.Concierge Access
$$Included with our Advantage Wealth Advisory package.Lifestyle & Travel
$$Included with our Advantage Wealth Advisory Service package.
We make financial planning simple and easy to manage.