Echo Financial LLC

Overview

Echo Financial LLC is an independent registered investment advisor organized as an LLC and owned by an individual. The firm positions itself as a small advisory practice serving individuals and families, offering a mix of financial planning, portfolio management for individuals and small businesses, selection of other advisers, and educational seminars. Echo Financial also operates as an insurance broker and maintains an industry affiliation with an insurance company. Fee arrangements are flexible: the firm charges a percentage of assets under management and also uses hourly and fixed-fee structures. It identifies as a capital allocator, which aligns with its practice of placing client capital with third‑party managers. Echo Financial does not describe itself as an active ESG investor and is not registered as a multi‑state adviser according to the available filing.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices