Echo Wealth Partners
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$8,411,361
Clients
9
89% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
9
Very LowAverage account size
$934,596
About
Echo Wealth Partners provides comprehensive financial planning, ongoing strategic management and discretionary portfolio management, along with estate planning, special-needs planning and hourly consulting. The firm serves individuals (including high-net-worth households) as well as charitable organizations and corporate/business clients.
The firm’s investment approach combines fundamental analysis and modern portfolio theory with a long-term trading orientation, documented in client-specific Investment Policy Statements and implemented with discretionary authority when authorized. EWP uses a broad investment menu—mutual funds, ETFs, equities, fixed income, hedge funds, private equity and non‑U.S. securities—and may allocate client assets to third‑party managers after due diligence.
Compared with many independent advisers, the firm discloses an affiliation with an insurance business: a firm principal is a licensed insurance agent who may offer commissionable insurance products, a relationship the brochure identifies as a potential conflict of interest. It is also notable that EWP accepts institutional-type clients (charities and business entities) and makes use of outside managers such as First Affirmative and GeoWealth, along with private fund allocations and an option for fixed‑fee ongoing management.
Client services
Financial planning
Portfolio management
Selection of other advisers
On-going strategic management and advice, special needs planning, estate planning, consulting services
On-going strategic management and advice, special needs planning, estate planning, consulting services
Expertise
Retirement income strategy
Cash flow / budgeting
Wealth management
Occupation focus
Founder/Business Owner
Fee options
Fixed fees for financial planning ($5,000-$20,000) and On-going Strategic Management and Advice ($18,000-$50,000 annually).
$0 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.80% $2,000,001+: 0.70%
Outside business activities include licensed insurance agent activities which pay commissions.
Generally $525 per hour, negotiable.
On-going Strategic Management and Advice fees paid quarterly or monthly in advance (fixed fee, $18,000-$50,000 annually).
Fee-only: Fixed fees for financial planning between $5,000 and $20,000; On-going Strategic Management and Advice fixed fees between $18,000 and $50,000 annually; Hourly rate $525 per hour; Estate planning fees between $675 and $2,000.
Main office location
Echo Wealth Partners
8930 W. Sunset Road, Suite 390
Las Vegas NV 89148, United States
Number of offices
1
Most active in
Echo Wealth Partners has reported serving >5 clients in these states in the last 12 months.
California · Nevada · Texas
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 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.
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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.
Forms ADV
Quick links
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