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Equilibrium Financial Planning

Equilibrium Financial Planning. CRD 327454

Equilibrium Financial Planning logo

CRD: 327454

Equilibrium Financial Planning

Kenner, LA
5042292494
$13.1M Total AUM
$13.1M Disc. AUM
-- 3Y CAGR
2 Employees
14 ADV. Clients
3 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail
Platforms
Pioneer quantumWave beacon +more
Established Date
04-01-2023
Office Locations
1

Office Locations

-- Kenner LA

About Equilibrium Financial Planning

Equilibrium Financial Planning is a fee-only fiduciary RIA serving retirement-focused households in the New Orleans area (typically 50+ with $1M+ saved). Led by Eric Johns, CFP®, MBA, EA, the firm pairs academic-based investment guidance and portfolio optimization with comprehensive retirement and tax planning (including Roth conversions and withdrawal strategies), plus insurance and cash-flow support. In-home meetings locally; virtual via Google Meet. Custody at Schwab.

Team overview

38 AVG AGE
-- AVG AUM / ADVISOR
$937.9K AVG AUM / CLIENT
3.1 yrs AVG TENURE
2 Employees
0 Advisory Reps
0 RIA Reps
3yrs Firm Age

Insights

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Asset Classes

Zenith Zenith

Client Personas

Atlas Frontier

Custodian

Capital frontier Insight Ridge

Investment Themes

Prime harbor Insight delta Capital

Investment Vehicles

Catalyst harbor

Services

Insight summit Crest Horizon peak Bridge value Beacon matrix Atlas North Insight glacier Insight matrix Alpha

Technology

Radial unison Summit Focus

Owner & Executives

Eric Michael Johns

Eric Michael Johns

Chief Compliance Officer, Co-founder, Financial Planner, President

CRD
#7778105
Ownership
50% but less than 75%
(750) 672-9636
fusion.focus@eaglecapital.com
in linkedin.com/in/foundation-ember
R

Rachael Johns

DIRECTOR OF OPERATIONS

CRD
--
Ownership
50% but less than 75%
(267) 408-2800
north.insight@oakcapital.com
in linkedin.com/in/element-vertex

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $13,130,000 --
Non-Discretionary $0 --
Total $13,130,000 --

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Separately Managed Accounts

Total SMA Asset: $13,130,000

$13.1M Total SMA
Public Funds:
15.5%
Cash:
28.1%
Equity - Exchange:
56.4%
Asset class Assets Assets %
Public Funds $145,077,397 15.5%
Cash $263,011,280 28.1%
Equity - Exchange $527,894,527 56.4%
Total $935,983,204 100.0%

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