Firm
Echo45 Advisors
Walnut Creek, California
Fee-only
Facts
| Based in | Walnut Creek, California |
|---|---|
| Website | echo45autopilot.com |
| Phone | (877) 432-4645 |
Echo45 Advisors fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Asset-based fee | 0.5% a year on the first tier of assets |
|---|---|
| How it charges | Percentage of assets |
In the firm's words
"Low Cost .50%" source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $227 million |
| Individual clients | 139 |
| Financial planning | Offered |
| Form ADV filed | September 23, 2026 |
| SEC record | CRD 307265 |