Echelons Capital, LLC fees
Financial planner in Park City, Utah. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 12, 2026, Echelons Capital, LLC (Park City, UT) charges a flat or project fee of $3,000-$10,000 for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 12, 2026. Fees can change.
- Flat or project fee
- $3,000-
$10,000 Runs from below the Utah median of $3,400 to above it.
“We charge a fixed fee for financial planning services, which generally ranges between $3,000 and $10,000.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Team size
- 2 employees
- Registered since
- 2023 (3 years)
How Echelons Capital, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Due to the delay in the receipt of certain alternative investment statements, fees billed on some of the alternative investments will be billed later in the quarter.”
- “Due to certain alternative fund year-end statements which are not required to be delivered for 120 days after the quarter, clients invested in alternative investments fourth quarter fee may be billed in the second quarter of the new year.”
- “Our advisory fee is negotiable, depending on individual client circumstances.”
Firm details from Form ADV
- How the firm is paid
- Flat or fixed fees and a percentage of assets under management
- Clients
- 34
- Works with
- Individuals, high net worth individuals, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and selecting other advisers
- Assets managed
- $174 million
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported on Form ADV as of March 12, 2026
- CRD number
- 325781 (opens in new tab)
- Phone
- (706) 372-4218
Registered or notice filed in 9 states: Georgia, Illinois, Louisiana, New York, North Carolina, Tennessee, Texas, Utah, Virginia
Other planners in Park City that publish fees
- Grinnell Capital, LLCPark CityFlat $1,250
- Newpark Wealth ManagementPark CityFlat up to $25,000
More planners in Utah that publish fees
- Galleon Wealth Advisors LLCVineyardFlat $1,000-$10,000
- Harvest Lane Investment Partners, LLC.SandyHourly $275/hr
- A & C Investment, Inc.Salt Lake CityHourly up to $150/hr
- Soltis Investment Advisors, LLCSt. GeorgeFlat $500-$50,000, Monthly $2,500-$6,000/mo
- Rainey Wealth Management LLCSalt Lake CityHourly $250/hr, Flat $1,000
- Retirement Advice LLCProvoHourly $300/hr, Flat up to $9,000
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.