Echo Financial Advisors, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$23,973
Total clients
2
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
2
Average account size
$11,987
About
Echo Financial Advisors, LLC provides algorithm-driven robo-advisory portfolio management through an online interface to individuals and high-net-worth individuals. As an internet-based adviser, it automates account setup, ongoing allocation changes, and offers a social “echoing” feature that lets users copy other investors within the app.
The firm’s algorithms build portfolios from client inputs (age, risk tolerance, income and assets) and are overseen by advisory personnel, with methods that include fundamental, quantitative, technical, charting analysis and modern portfolio theory. Portfolios focus primarily on equities, ETFs and non-U.S. securities and the platform supports strategies such as long-term trading, margin and options, which involve elevated risk.
Distinctive elements include the platform’s copy-investing model, where users may subscribe to “echo” other investors, share subscription proceeds with those influencers, and either mirror trades executed on the platform custodian or upload trade blotters for validation; historical returns are shown as percentages only. The firm is newly formed, operates with a single management person, requires a specific custodian for its robo service (Tradier Brokerage), and currently reports no assets under management, which may affect its operational scale compared with more established peers.
Client services
Portfolio management
Expertise
Active portfolio management
Options & derivatives strategies
Passive / index investing
Fee options
0.25% annually, flat rate for all assets
Main office location
Echo Financial Advisors, LLC
Akron OH, United States
Number of offices
1
Most active in
Echo Financial Advisors, LLC has reported serving >5 clients in these states in the last 12 months.
Ohio
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
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 not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
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.
Quick links
LinkedIn
Facebook
X
Instagram
Website
330-703-7644
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")