Dallas Fagen
Advisor at Echelon Group
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
Dallas Fagen is a financial advisor with Echelon Group in Boise, ID, holding a Series 66 license and four years of industry experience. His prior roles include positions at Simplicity Investments, OSAIC, Woodbury Financial Services, and MassMutual Life Insurance Company. Outside of his advisory work, he coaches high school athletes in football and pole vault and instructs sculpt workout classes at a local yoga studio. Echelon Group provides investment advisory and planning services to individuals, retirement plan sponsors, foundations, and institutions. The firm employs a consultative planning process with a disciplined asset allocation strategy focused on ETFs and institutional mutual funds, incorporating alternative and private investments when appropriate.
Expertise
Based on Echelon Group
Private / alternative investments
Retirement plans for business owners (SEP, solo 401k)
General estate planning guidance
Charitable giving & philanthropy
Fee options
Financial Planning fees are fixed and up to $5,000 per plan; Retirement Plan Consulting Services up to $5,000 per plan.
$0 - $250,000: 1.25% $250,000 - $500,000: 1.00% $500,000 - $1,000,000: 0.85% $1,000,000 - $3,000,000: 0.70% $3,000,000 - $5,000,000: 0.50% $5,000,000+: 0.15%
Some Representatives are licensed insurance agents and may receive commissions from insurance product sales. Brokerage commissions may also be earned through affiliated broker-dealer activities.
Up to $250 per hour for Retirement Plan Consulting Services.
Location
405 West Myrtle Street, #100
Boise, ID 83702
Most active in
Dallas F has reported serving >5 clients in these states in the last 12 months.
Idaho
Work history
Simplicity Investments
2026 - Present (1 year)
Echelon Group
2026 - Present (1 year)
OSAIC
2024 - 2026 (2 years)
Woodbury Financial Services inc
2023 - 2024 (1 year)
Mass Mutual Investors Services
2021 - 2022 (1 year)
Mass Mutual Investors Services
2019 - 2020 (1 year)
MassMutual Life Insurance Company
2019 - 2022 (3 years)
Self Employed
2019 - 2019 (1 year)
Idaho Pacific Lumber
2018 - 2019 (1 year)
Fagen Trees and Chips
2008 - 2019 (11 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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