Advisor at Echelon Private Wealth LLC
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Firm
Echelon Private Wealth LLC
Location
Scottsdale, AZ 85260-6986
Credentials
CFP®, Series 63, Series 66
Industry experience
27 years
Scott Cadieux is a CFP® with 27 years of experience in the financial services industry. He has worked at Fidelity Brokerage Services, Strategic Advisers LLC, and Fidelity Personal and Workplace Advisors before founding Echelon Private Wealth LLC, where he has been since 2020. Outside of his advisory work, he owns and operates a vending machine business and works as an independent insurance agent. Echelon Private Wealth provides discretionary portfolio management, asset allocation advice, and goal-based financial planning to individual and high-net-worth clients. The firm uses a combination of fundamental, technical, and cyclical analysis alongside modern portfolio theory, offering customized investment strategies including options programs managed on a discretionary basis.
Based on Echelon Private Wealth LLC
$0 - $1,000,000: 1.50% annually $1,000,001 - $3,000,000: 1.25% annually $3,000,001+: 1.00% annually
Certain advisory personnel are licensed insurance agents and may receive commissions from the sale of insurance products.
$400 per hour (negotiable depending on complexity and scope)
20% of net increase in account value above prior high-water mark, calculated monthly.
Account minimum: $500,000
9375 E Shea Boulevard, Suite 100
Scottsdale, AZ 85260-6986
Arizona · Texas · Vermont
Echelon Private Wealth LLC
2021 - Present (5 years)
Echelon Private Wealth LLC
2020 - Present (6 years)
UNEMPLOYED
2020 - 2020 (1 year)
Fidelity Personal And Workplace Advisors
2018 - 2020 (2 years)
Fidelity
2002 - 2018 (16 years)
Fidelity Brokerage Services, Inc.
1998 - 2020 (22 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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