Echelon Virtual Family Office, LLC fees and pricing
Financial planner in Sarasota, Florida. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated February 5, 2026, Echelon Virtual Family Office, LLC charges a flat or project fee of $50,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 5, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $50,000
“Services are offered based on a fixed fee to never exceed $50,000 depending on the complexity of the engagement.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Echelon Virtual Family Office, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are billed monthly in arrears based on an average daily balance.”
- “Fees are generally invoiced directly to the Client but may also be deducted from another account held with EVFO.”
- “For accounts opened or closed mid-billing period, fees will be prorated based on the days services are provided during the given period.”
How Echelon Virtual Family Office, LLC’s fees compare
- Its flat or project fee of $50,000 is above the Florida median of $4,900. 97% of the 320 other Florida planners that publish a flat or project fee charge less.
- 12 of the 12 other planners in Sarasota that publish a flat or project fee charge less.
About Echelon Virtual Family Office, LLC
- Solo practice: one person runs the firm, so you work directly with the planner.
- Meets clients remotely: the brochure mentions virtual or online meetings.
- Registered as an adviser: 2020 (6 years).
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.25% a year
- Clients
- 33
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
- Assets managed
- $23,833,125
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 307166
- Phone
- (888) 892-9882
Can advise clients in 2 states: Florida, New Jersey
Other planners in Sarasota that publish fees
- Advanced Wealth ManagementSarasota$500/hr, $5,000/yr
- Benzina Wealth, LLCSarasota$6,000-$12,000/yr
- Campbell Wealth Advisors, LLCSarasota$5,000-$50,000, $5,000-$50,000/yr
- Clarity Financial DesignSarasota$2,500-$10,000, $450-$1,500/qtr
- CPA Investment Solutions, Inc.Sarasota$200/hr, $5,000
- Forge CapitalSarasota$300-$10,000
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.