We already have a trust. Do we still need planning help?

Frequently, yes — most of the trusts we review were drafted correctly and then never funded. If the house was never retitled and the accounts still name individuals directly, the trust doesn't control them and probate happens anyway. We audit funding, beneficiary designations, and successor trustees against what your documents actually say.

How do you handle supporting aging parents while still saving for our own retirement?

We quantify it rather than absorb it: what the realistic annual support is, how long it may last, whether Medicaid planning or a parent's own assets can carry part of it, and what it costs your retirement date if you fund it from cash flow versus from savings. Naming the number usually makes the decision easier, not harder.

Do we have to live in Los Feliz to work with Aequitas?

No. Aequitas is fee-only and virtual-first — we work with LGBTQ+ households in Los Feliz the same way we work with clients across Los Angeles and the rest of the US. This page is written for the Los Feliz demographic, not as a residency requirement.

Is there a minimum account size?

No asset minimum. Engagements are priced based on planning complexity, not portfolio size, so we can work with LGBTQ+ high earners still building wealth — not just clients who already have it.

What happens on the intro call?

Twenty minutes, video or phone. We ask what you're actually trying to figure out, share how Aequitas would approach it, and decide together whether an engagement makes sense. No pressure, no product pitch.

LGBTQ+ couple in Los Feliz, Los Angeles reviewing their financial plan

Los Angeles · Los Feliz

LGBTQ+ financial planning for Los Feliz

You've owned in Los Feliz long enough that your Prop 13 base is the biggest quiet asset on your balance sheet. Everything else in the plan should be built around protecting it.

Schedule a free intro call 20 minutes · video or phone · no product pitch

Quick answer

Is there a financial advisor for LGBTQ+ households in Los Feliz?

Yes. Aequitas Financial is a fee-only fiduciary practice serving LGBTQ+ professionals, couples, and families in Los Feliz and across Los Angeles. Meetings are virtual, there is no asset minimum or commission, and plans are built around CA tax, titling, and chosen-family protections.

Source: CFP Board — Code of Ethics & Standards of Conduct

Who this is for

Built for Los Feliz LGBTQ+ households

Los Feliz is older, more established queer households — long-partnered couples in Spanish and Tudor homes bought well before the last decade's run-up, plus entertainment families and studio execs.

Your trust was drafted in the '00s. It doesn't mention your current partner, current property, or current beneficiaries — and it definitely wasn't updated after Windsor and Obergefell.
You've thought about a Palm Springs second home for five years. No one has shown you the actual annual carry vs. renting a month twice a year.
You're within 10 years of stopping work but haven't touched the Roth-conversion window that opens between paycheck and RMDs.
One partner earns dramatically more than the other. Community-property titling in California quietly matters and no one has audited yours.
Even with Prop 13 protecting your base, the LGBTQ+ safety premium is baked into what Los Feliz cost you decades ago — $1,200–$1,800/mo above the inland comps you could have chosen. Worth naming, because it shapes what the second home and the retirement plan can realistically look like.

On the ground

Los Feliz: two established careers, one aging plan

Los Feliz skews a little older and a little more established than its neighbors to the east — couples in their forties and fifties, often with a house bought a decade or more ago, meaningful retirement balances, and parents who are starting to need help. The financial questions shift accordingly: less "how do we save more" and more "is what we've built actually going to work, and is it protected."

That is also the stage where old documents do the most damage. A will drafted before a marriage, a trust that was created but never funded, life insurance naming a sibling, an IRA beneficiary form from a prior relationship. And for couples now supporting a parent, the sandwich problem is real — long-term care costs for a family member, potentially in another state, arriving in the same decade you intended to accelerate retirement savings.

How we help Los Feliz households

Estate documents that actually reflect your life

Wills, trusts, healthcare directives, and beneficiary audits refreshed for who you actually chose — not defaults written for someone else's family. Especially the pieces most Los Feliz couples wrote a decade ago and haven't looked at since.

Roth conversion timing

The lower-income years between careers, sabbaticals, or before RMDs are the ones to fill up cheap Roth space. We map the multi-year plan instead of one-off flips in December.

Retirement withdrawal sequencing

Which bucket to pull from and when — taxable, traditional, Roth, Social Security timing, Medicare IRMAA thresholds — so your income lasts and your tax bill doesn't spike.

Next step

Go deeper, or just talk to us

Skim the broader context if you want more before reaching out — or book the call and we'll cover it live.

LGBTQ+ financial advisor in Los Angeles

The city-wide overview: how Aequitas works with Los Angeles LGBTQ+ households across cash flow, tax, investing, and estate.

LGBTQ+ tax & cost-of-living guide: Los Angeles

State income tax, property tax, estate tax, and LGBTQ+ planning overlays specific to Los Angeles.

Schedule Your Intro Call

FAQ

Los Feliz planning FAQs

This page is part of our wider guide to LGBTQ+ financial planning — how fee-only, fiduciary planning works for queer households, and which topic to start with.

Ready to talk through your plan?

On a free intro call we'll walk through where you are, what you're trying to figure out, and whether an engagement makes sense — no pressure.

Schedule Your Intro Call