Michael Rodriguez is a CFP-designated registered investment advisor at Equanimity Wealth, based in Glendale, CA, with 1 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more.
Compensation
Firm Size
IM Fee
Fee Structure
Equanimity Wealth offers ongoing financial planning for a monthly fee. The first month costs $399, and subsequent months range from $169 to $199, depending on the complexity of your situation. This fee covers ongoing monitoring of your financial plan, recommendations for changes, and annual reviews.
Equanimity Wealth offers project-based financial planning services for a fixed fee, ranging from $2,600 to $6,000 depending on the complexity of the project. Topics include retirement planning, risk management, college savings, cash flow, debt management, work benefits, and estate and incapacity planning. Hourly financial planning is also available at $175 per hour.
Contact
Michael Rodriguez
Location
Glendale, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Equanimity Wealth
State Registrations2 states
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