Jason Qiu
Echo45 Advisors · Walnut Creek, California
Jason Qiu is a fee-only financial advisor at Echo45 Advisors in Walnut Creek, California. Jason charges a percentage of assets (0.5% a year on the first tier of assets managed) and focuses on tax planning, estate & legacy planning and retirement planning.
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Specialties
Who they serve
- Pre-retirees
- Retirees
Facts
| Firm | Echo45 Advisors |
|---|---|
| Based in | Walnut Creek, California |
| Fee model | Percentage of assets |
| Fees (firm's website) | 0.5% a year on the first tier of assets managed |
| Accepting new clients | Yes |
| Assets under management | $227.4M across 599 accounts |
| SEC registration | Investment adviser representative in CA · CRD 8280700 |
| Exams passed | Series 65 (2026) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.echo45autopilot.com |
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Questions about Jason
Is Jason Qiu a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jason holds no broker registration, and Echo45 Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jason charge for financial advice?
Jason charges a percentage of assets.
How much does Jason charge?
According to Echo45 Advisors's website, checked October 30, 2026: 0.5% a year on the first tier of assets managed.
Where is Jason Qiu based?
Jason Qiu is based in Walnut Creek, California.
What does Jason specialize in?
Jason's specialties include tax planning, estate & legacy planning, retirement planning, small business owners, crypto & digital assets and sustainable & impact investing. Jason works with pre-retirees and retirees.
Is Jason Qiu registered with the SEC?
Yes. Jason Qiu is registered as an investment adviser representative in CA (CRD 8280700), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Echo45 Advisors manage?
Echo45 Advisors reports $227.4M across 599 accounts in assets under management.
How do I contact Jason Qiu?
Through Jason's website, www.echo45autopilot.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Echo45 Advisors website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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