Echo Financial LLC

Overview

Echo Financial LLC is an independent, owner-operated registered investment adviser organized as an LLC that focuses on individual and family clients. The firm provides fee-based financial planning and portfolio management for individuals and small businesses, and it also performs manager selection for outside advisers and runs client-facing educational seminars. Compensation mixes percentage-of-AUM fees with hourly and fixed-fee arrangements. Echo Financial also operates as an insurance broker and sells other financial products, and it maintains an industry relationship with an insurance company. The adviser identifies itself as a capital allocator—meaning it places client capital with outside managers and third‑party funds rather than relying solely on in‑house proprietary strategies. The firm is not flagged as an active ESG investor and is not listed as a multi‑state adviser in the source data.

Assets & Accounts

Investments & Alternatives