Echo Wealth Partners fees and pricing
Financial planner in Las Vegas, Nevada. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated April 9, 2026, Echo Wealth Partners charges $525 an hour, a flat or project fee of $5,000-$20,000, and an annual fee of $18,000-$50,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed April 9, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $525/hr
“EWP’s hourly billing rate is generally $525 per hour.”
- Flat or project fee
- $5,000-$20,000
“Lower fees for comparable services may be available from other sources Financial Planning Fees Fixed Fees The fixed rate for creating client financial plan is between $5,000 and $20,000 depending on the complexity of client’s personal financial circumstances and stated objective.”
- Annual fee
- $18,000-$50,000/yr
“The fixed rate for On-going Strategic Management and Advice is between $18,000 $50,000 annually depending on the complexity of client’s personal financial circumstances, stated objectives, net worth, investable assets and household income.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Echo Wealth Partners bills
Payment and refund terms, quoted from the fee section of the brochure.
- “This fee is negotiable, and the final fee schedule is attached in the financial planning agreement.”
- “Clients may terminate the agreement without penalty, for full refund of EWP’s fees, within five business days of signing the Financial Planning Agreement.”
- “These fees are paid quarterly in advance in the beginning of each quarter or monthly in advance.”
How Echo Wealth Partners’ fees compare
- Its hourly rate of $525 is above the Nevada median of $300. 91% of the 64 other Nevada planners that publish an hourly rate charge less.
- 22 of the 24 other planners in Las Vegas that publish an hourly rate charge less.
- Its flat or project fee of $5,000-$20,000 is above the Nevada median of $5,000. 80% of the 50 other Nevada planners that publish a flat or project fee charge less.
- 21 of the 26 other planners in Las Vegas that publish a flat or project fee charge less.
- Its annual fee of $18,000-$50,000 is above the Nevada median of $8,000. 81% of the 16 other Nevada planners that publish an annual fee charge less.
- 7 of the 9 other planners in Las Vegas that publish an annual fee charge less.
About Echo Wealth Partners
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2023 (3 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
- 3% a year
- Clients
- 9
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, selecting other advisers, and other services
- Assets managed
- $8,411,361
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 324584
- Phone
- (702) 992-3889
Can advise clients in 2 states: California, Nevada
Other planners in Las Vegas that publish fees
- Adaptive Wealth EngineeringLas Vegas$500/hr
- Backbone Planning Partners LLCLas Vegas$500-$15,000, $5,000-$50,000/yr
- Bird Spring Financial LLCLas Vegas$350-$500/hr, $525-$7,500
- Black Card CircleLas Vegas$350/hr, $1,500-$50,000
- Buckley WealthLas Vegas$50,000, $50,000/yr
- Clarity Council Financial, LLCLas Vegas$200/hr, $1,000
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.