Echo45 Advisors LLC fees and pricing

Financial planner in Walnut Creek, California. Registered with the SEC.

According to its Form ADV Part 2A brochure dated March 13, 2026, Echo45 Advisors LLC charges a flat or project fee of $20,000 for financial planning.

Published fees

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

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

“Our firm’s annualized fees are billed on a pro-rata basis monthly in advance based on the value of the account(s) on the last day of the previous month.”
“Our firm bills on cash unless indicated otherwise in writing.”
“In rare cases, our firm will agree to directly invoice.”

Its flat or project fee of $20,000 is above the California median of $5,000. 91% of the 796 other California planners that publish a flat or project fee charge less.
13 of the 14 other planners in Walnut Creek that publish a flat or project fee charge less.

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: 1.5% a year
Clients: 201
Employees: 8
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers
Assets managed: $227,385,600
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 307265
Website: linkedin.com/company/echo45advisors (opens in new tab)
Phone: (877) 432-4645

Can advise clients in 5 states: Arizona, California, Louisiana, Oregon, Texas

Is something on this page wrong or out of date?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.