Echo Wealth Management, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed April 7, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$2,500⁠-⁠$6,000

“Any prepaid, unearned fees will be refunded within fourteen (14) days to the client via check or return deposit back into the client’s account. 8 FINANCIAL PLANNING FEES Our Financial Planning fees are calculated and charged on a fixed flat fee basis, typically ranging from $2,500 to $6,000 depending on the nature…”

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

How Echo Wealth Management, LLC bills

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

• “New accounts are charged a prorated fee for the remainder of the quarter in which the account is incepted and will not be billed until the next quarter.”
• “Fees will be automatically deducted from your managed account according to the authorization in the Investment Management Agreement unless the Client has made arrangements to pay by check.”
• “Fees are billed quarterly (or monthly based on the written agreement) in advance based upon the market value of the Plan assets on the last business day of the previous quarter and will be due the following business day.”

How Echo Wealth Management, LLC’s fees compare

• Its flat or project fee of $2,500-$6,000 spans the Minnesota median of $5,250. 42% of the 108 other Minnesota planners that publish a flat or project fee charge less.
• 3 of the 5 other planners in Plymouth that publish a flat or project fee charge less.

About Echo Wealth Management, LLC

• Firm size: 5 employees.
• Credentials named in the brochure: CFP®, CPA, and CFA.
• Registered as an adviser: 2020 (6 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• College planning
• Business owners
• Equity compensation
• Cash flow and budgeting
• Charitable giving

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% a year

Minimum

$1,000,000 in assets (stated in brochure)

Clients

144

Employees

5

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and pension consulting

Assets managed

$288,189,706

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

174136

Website

echowm.com (opens in new tab)

Phone

(763) 432-7875

Can advise clients in 2 states: Minnesota, Texas

Other planners in Plymouth that publish fees

• Gen Financial Management Inc.Plymouth$1,500⁠-⁠$15,000, $10,750/qtr
• Great River FinancialPlymouth$300⁠-⁠$400/hr
• Phillip James Financial Co.Plymouth$2,500⁠-⁠$5,000, $12,500/yr
• RLN WealthPlymouth$500/hr, $6,500⁠-⁠$30,000
• Rossi Dubuque Breckenridge, LLCPlymouth$500⁠-⁠$100,000/yr
• Side-By-Side Financial Planning, LLCPlymouth$1,300⁠-⁠$5,460, $145⁠-⁠$400/mo

Compare all 11 planners in Plymouth