Equita Financial Network, Inc.

Equita Financial Network, Inc. is an investment adviser firm founded in June 2015 and registered with the U.S. Securities and Exchange Commission. The firm specializes in financial planning services covering areas such as retirement planning, risk management, college savings, and estate planning. Equita manages over $412 million on a discretionary basis and offers financial consulting and investment management services. Clients can receive financial planning on a fixed fee basis or hourly rate, with fees not exceeding $10,000 per plan or $500 per hour. For investment management services, fees range from 1.50% to 2.50% based on the account value. Equita does not offer performance-based fees or engage in side-by-side management. The firm acts as a fiduciary, putting clients' interests first, and does not have a minimum account size requirement. Clients have the option to choose their custodian and may grant discretionary authority for asset management. Equita maintains strict privacy policies to protect clients' nonpublic personal information.