Sean O'Brien
Echo45 Advisors · Walnut Creek, California
Sean O'Brien is a fee-only financial advisor at Echo45 Advisors in Walnut Creek, California. Sean 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 5012235 |
| Exams passed | Series 66 (2005) |
| Firm size | 8 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.echo45autopilot.com |
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Questions about Sean
Is Sean O'Brien a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Sean 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 Sean charge for financial advice?
Sean charges a percentage of assets.
How much does Sean charge?
According to Echo45 Advisors's website, checked October 30, 2026: 0.5% a year on the first tier of assets managed.
Where is Sean O'Brien based?
Sean O'Brien is based in Walnut Creek, California.
What does Sean specialize in?
Sean's specialties include tax planning, estate & legacy planning, retirement planning, small business owners, crypto & digital assets and sustainable & impact investing. Sean works with pre-retirees and retirees.
Is Sean O'Brien registered with the SEC?
Yes. Sean O'Brien is registered as an investment adviser representative in CA (CRD 5012235), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Echo45 Advisors manage?
Echo45 Advisors reports $227.4M across 599 accounts in assets under management.
How do I contact Sean O'Brien?
Through Sean'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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