Toby Scott Harris

21 Years of Experience

BrokerSells Insurance

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningCharitable GivingFinancial Planning & CoachingInsurance PlanningHigh Net WorthBusiness Owners

Eq Wealth Advisors

Compensation

Fee-Only (AUM)

Firm Size

3 advisors

Number of Clients

366 clients

Average Client Portfolio

$1.5M average

Assets Under Management

$558.8M

Fee Structure

Minimum Investment:None

Financial Planning:Included in AUM fee

Location

10000 North Central Express Way, Suite 1350, Dallas, TX, 75231

Get directions

History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Other Business ActivitiesSells Insurance

Toby is the Chief Wealth Planner and owner of EQ Wealth Advisors LLC, dedicating full-time hours to this role. Toby also works as an agent for PKS Financial, selling fixed/traditional insurance products, dedicating minimal time to this activity.