Echelon Group
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$102,105,746
Total clients
65
25% high-net worth
Total advisors
5
of 6 employees
Firm size
Team
4-10 advisors or $500M+ in AUM
Average clients per advisor
13
Average account size
$1,570,858
About
Echelon Group provides investment advisory and planning services to individuals (including high-net-worth clients), retirement plan sponsors, foundations, charitable organizations, institutions, trusts, and estates. The firm offers discretionary portfolio management, comprehensive financial planning, and retirement plan services including both fiduciary investment management and consulting.
The firm uses a consultative planning process tied to a disciplined asset allocation framework that emphasizes ETFs and institutional mutual funds with occasional short-term tactical tilts, and it will recommend third‑party money managers when appropriate. Echelon also incorporates alternative and private investments into client portfolios when suitable and manages accounts for deferred compensation plans and other employer-sponsored arrangements.
Noteworthy features include the firm’s recent establishment as an independent registered investment adviser (registered in September 2024) and its explicit offering of ERISA 3(38) fiduciary services alongside a participant financial-wellness program marketed as “Wellcents.” Several representatives maintain outside broker‑dealer registrations and insurance licenses, a practice the firm discloses and which results in potential additional compensation from product sales; the brochure also notes that valuations for private/alternative holdings may be provided by issuers and used for fee calculations.
Client services
Expertise
Occupation focus
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.
Main office location
Echelon Group
405 West Myrtle Street, #100
Boise ID 83702, United States
Number of offices
1
Most active in
Idaho
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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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