Echelon Private Wealth LLC fees and pricing

Financial planner in Scottsdale, Arizona. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated May 15, 2026, Echelon Private Wealth LLC charges $400 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed May 15, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $400/hr; “$400 (negotiable depending on complexity and scope) Estimated costs are provided in advance.”

Payment and refund terms, quoted from the fee section of the brochure.

“Advisory fees are negotiable at the Firm’s discretion based on individual client circumstances.”
“Asset-based fees are billed quarterly in arrears based on the market value of assets under management as of the close of business on the last business day of the quarter.”
“Contributions or withdrawals during the quarter are not separately prorated.”

Its hourly rate of $400 is above the Arizona median of $275. 79% of the 195 other Arizona planners that publish an hourly rate charge less.
37 of the 53 other planners in Scottsdale that publish an hourly rate charge less.

Solo practice: one person runs the firm, so you work directly with the planner.
Registered as an adviser: 2021 (5 years).

How the firm is paid: Hourly fees, percentage of assets under management, performance based fees
Charges a % of assets: Yes
Highest asset based fee in brochure: 2% a year
Clients: 35
Employees: 1
Works with: Individuals
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, and other services
Assets managed: $20,500,000
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 312446
Phone: (602) 319-4735

Can advise clients in 3 states: Arizona, New Hampshire, Vermont

Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.