Santa Susana Financial, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed April 1, 2026. Fees can change, so confirm with the firm before you hire them.

Annual fee

$3,600⁠-⁠$36,000/yr

“The fee range is flat, ranging from $3,600 to $36,000 annually.”

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

How Santa Susana Financial, LLC bills

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

• “Fees are negotiable and some fees may vary by Client for similar services.”
• “The annual fees are negotiable, prorated and paid in arrears on a quarterly basis.”
• “Advisory fees can be directly debited from client accounts or the client may choose to pay by check, credit card, debit card or electronic funds transfer.”

How Santa Susana Financial, LLC’s fees compare

• Its annual fee of $3,600-$36,000 spans the California median of $6,250. 86% of the 224 other California planners that publish an annual fee charge less.
• It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Santa Susana Financial, LLC

• Principal: Noah Echavarria
• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2026.

Firm details from Form ADV

How the firm is paid

Fixed or flat fees

Charges a % of assets

No

Employees

1

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and other services

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

341629

Phone

(805) 407-7159

Other planners in Simi Valley that publish fees

• Bridge the Gap Retirement PlannersSimi Valley$250/hr, $1,000⁠-⁠$12,000
• HBW Advisory Services LLCSimi Valley$16⁠-⁠$35/mo
• QmulateSimi Valley$500⁠-⁠$5,000, $100⁠-⁠$300/mo
• Strateon Intelligent Wealth LLCSimi Valley$300/hr

Compare all 8 planners in Simi Valley