Equanimity Wealth, LLC is a registered investment advisor founded in December 2024 by Michael Rodriguez. The firm specializes in financial planning and consulting services for individuals, including high-net-worth clients, rather than managing investment portfolios directly. Equanimity Wealth offers ongoing financial planning, project-based financial planning, and technology subscriptions to help clients manage cash flow, retirement, investments, taxes, and estate planning. The firm operates on a fee-only basis, ensuring that recommendations are made without outside financial incentives. Equanimity Wealth does not take custody of client funds, exercise trading discretion, or provide asset management services, but rather assists clients in setting goals, building comprehensive financial plans, and coordinating with third-party custodians or professionals.
Fee Structure
Equanimity Wealth offers ongoing financial planning through the Wealth Builder tier for clients with complex needs such as business ownership, equity compensation, or rental properties.
- Wealth Builder Tier — $299 per month, billed automatically every 30 days.
This service includes continuous monitoring of your financial plan, regular check-ins, and portfolio management advice at no additional cost. Clients who engaged the firm under legacy schedules may pay different rates, such as an initial onboarding fee of $399 followed by monthly fees ranging from $169 to $299.
- Jumpstart (Project-Based Plan) — $1,500 fixed one-time fee for a comprehensive review and written action plan (50% due at signing, 50% upon delivery).
- Project-Based Financial Planning — Ranges from $2,600 to $6,000 based on project complexity, with half due at the start and the remainder upon completion.
- Hourly Consulting — $250 per hour for specific financial planning topics.
- Technology Subscription — $35 per month for continuous access to financial management software like RightCapital.
