Echo Prudent Capital LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed May 13, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$50⁠-⁠$300/hr

“The negotiated hourly fee for these services is between $50 and $300.”

Flat or project fee

$100⁠-⁠$5,000

“Thereafter, clients may terminate the Investment Advisory Contract generally with 30 days' written notice. 6 Financial Planning Fees Fixed Fees The negotiated fixed rate for creating client financial plans is between $100 and $5,000.”

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

How Echo Prudent Capital LLC bills

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

• “These fees are generally negotiable and the final fee schedule will be memorialized in the client’s advisory agreement.”
• “Clients may terminate the agreement without penalty for a full refund of EPCL's fees within five business days of signing the Investment Advisory Contract.”
• “Clients may terminate the agreement without penalty, for full refund of EPCL’s fees, within five business days of signing the Financial Planning Agreement.”

How Echo Prudent Capital LLC’s fees compare

• Its hourly rate of $50-$300 spans the Illinois median of $273. 10% of the 215 other Illinois planners that publish an hourly rate charge less.
• None of the 2 other planners in Glenview that publish an hourly rate charge less.
• Its flat or project fee of $100-$5,000 spans the Illinois median of $4,500. 28% of the 175 other Illinois planners that publish a flat or project fee charge less.
• None of the 2 other planners in Glenview that publish a flat or project fee charge less.

About Echo Prudent Capital LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2022 (4 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, 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

5

Employees

1

Works with

High net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$20,432,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

322141

Phone

(312) 547-9102

Other planners in Glenview that publish fees

• CoyleGlenview$50⁠-⁠$150/mo
• Merino Wealth ManagementGlenview$500/hr, $2,000⁠-⁠$5,000
• Reserve Fund AdvisersGlenview$250/hr
• Threshold Wealth Advisors LLCGlenview$1,000⁠-⁠$25,000

Compare all 7 planners in Glenview