Echo Financial LLC

Overview

Echo Financial LLC is an independent, individually owned RIA that serves primarily individual and family clients. The firm combines ongoing portfolio management and financial planning with insurance brokerage activities. Its advisory services include portfolio management for individuals and small businesses, selection of other advisers, and educational seminars and workshops. Echo Financial charges a mix of percentage-of-AUM, hourly, and fixed fees and describes itself as a capital allocator, meaning it places client capital with third‑party managers in addition to managing client portfolios directly. The firm is not an active ESG investor and does not identify as a multi‑state or pension consultant adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices