Eq Wealth Advisors

EQ Wealth Advisors, LLC is a Registered Investment Adviser based in Dallas, Texas, established in October 2022. The firm specializes in helping clients build, manage, and preserve wealth to achieve their financial goals. They offer investment and wealth management services on a discretionary and non-discretionary basis, tailoring portfolios to meet individual client needs. EQ Wealth Advisors utilizes third-party vendor tools for financial planning and analysis, including Black Diamond, FP Alpha, Morningstar, and E-Money. The firm manages $558,837,067 in discretionary assets as of December 31, 2024, with no non-discretionary accounts reported. EQ Wealth Advisors charges a maximum annual advisory fee of 1.5%, billed monthly based on the average daily balance of the client's account. Clients have the option to exclude legacy positions from fee calculations and may house-hold portfolios for fee purposes. The firm does not charge performance-based fees or engage in side-by-side management. EQ Wealth Advisors provides financial planning and consulting services at no additional fee for investment management clients. They offer retirement plan services with negotiated advisory fees, paid quarterly in arrears. The firm does not sponsor a Wrap Fee Program and does not accept or pay fees for client referrals. Clients are encouraged to review account statements from the custodian and can request written reports detailing their positions, asset allocation, and performance. The firm does not vote proxies on behalf of clients and does not have custody of client funds or securities. EQ Wealth Advisors does not require prepayment exceeding $1,200 in fees per client, six months in advance, and has not been subject to a bankruptcy petition.