Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
4070 advisors
Number of Clients
65,561 clients
Average Client Portfolio
$529K average
Assets Under Management
$34.7B

Fee Structure

The firm offers both fee and non-fee financial planning programs. Fees for seminars and corporate financial planning are negotiable. Asset management services are fee-based, with fees paid to TAMPs or LPL Financial, a portion of which may be shared with Equitable Advisors. The brochure mentions that the advisory fee chart has been updated to reflect current fee minimums and maximums paid to Equitable Advisors and to reflect the current programs offered.

Areas of Practice
Retirement PlanningEstate PlanningEducation PlanningDivorce PlanningTax Planning
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Advisor Information

Office location

100 State Street, Suite 440, Erie, PA, 16507

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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.

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Employment History
Current Registrations
Equitable Advisors, LLC
February 2020 - Present · 5 yrs 11 mos
Equitable Advisors, LLC Broker
January 2016 - Present · 10 yrs
State Registrations10 states
FLGAINNCNYOHORPATNVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.