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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Pioneer quantumWave beacon +more
- Established Date
- 04-01-2023
- Office Locations
- 1
Office Locations
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.
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Owner & Executives
Eric Michael Johns
Chief Compliance Officer, Co-founder, Financial Planner, President
- CRD
- #7778105
- Ownership
- 50% but less than 75%
Rachael Johns
DIRECTOR OF OPERATIONS
- CRD
- --
- Ownership
- 50% but less than 75%
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| 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
| 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% |