Echo Advisory LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed May 11, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$2,400⁠-⁠$5,000

“The negotiated fixed rate for creating client financial plans is between $2,400 and $5,000.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Echo Advisory LLC bills

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

• “These fees are generally negotiable and the final fee schedule is attached as Exhibit II of the Investment Advisory Contract.”
• “Clients may terminate the agreement without penalty for a full refund of ECHO's fees within five business days of signing the Investment Advisory Contract.”
• “Clients may terminate the agreement without penalty, for full refund of ECHO’s fees, within five business days of signing the Financial Planning Agreement.”

How Echo Advisory LLC’s fees compare

• Its flat or project fee of $2,400-$5,000 is below the California median of $5,000. 41% of the 796 other California planners that publish a flat or project fee charge less.
• 1 of the 3 other planners in Menlo Park that publish a flat or project fee charge less.

About Echo Advisory LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2017 (9 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

Employees

1

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$67,153,055

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

288026

Phone

(650) 302-7487

Other planners in Menlo Park that publish fees

• BKB Financial Advisors, LLCMenlo Park$150⁠-⁠$450/hr
• Branch & Bloom Financial Planning, LLCMenlo Park$275/hr, $2,500⁠-⁠$8,000
• Clearpath Capital Partners LLCMenlo Park$350/hr
• MezziMenlo Park$1,499/yr
• Nelson Capital Management, LLCMenlo Park$500/hr
• Oak Peak FinancialMenlo Park$1,000⁠-⁠$6,000

Compare all 12 planners in Menlo Park