# Echelon Group

> Echelon Group is an SEC-registered investment advisory firm in Boise, ID, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated June 22, 2026.

- CRD: 333195
- Filed as: ECHELON GROUP
- Legal name: Echelon Group, Inc.
- Also doing business as: IRON CREEK FINANCIAL SERVICES
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Boise, ID
- Filing period: October 2026
- Form ADV filing dated: June 22, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/333195
- AdvisorCensus page: https://advisorcensus.com/firm/echelon-group-boise-id-333195

## Quick answers

**How is Echelon Group compensated?**
On its Form ADV (Item 5.E, October 2026), Echelon Group reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**How much does Echelon Group charge?**
Its Form ADV Part 2A brochure dated April 30, 2026 states: Flat fee: $5,000 (financial planning services); Hourly rate: $250 an hour (consulting planning services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Echelon Group located?**
Echelon Group's principal office is in Boise, ID, according to its Form ADV.

**Is Echelon Group registered with the SEC or a state?**
Echelon Group is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 333195.

**How much does Echelon Group manage?**
Echelon Group reports $265,200,867 in regulatory assets under management in its Form ADV filing dated June 22, 2026 (65% discretionary).

**How have Echelon Group's assets and staff changed since 2025?**
In the Form ADV data for Echelon Group: Regulatory assets under management: $102,105,746 in the October 2025 data and $265,200,867 in the October 2026 data, up 160%. Total employees: 6 in October 2025 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Echelon Group serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (71); pension and profit sharing plans (but not the plan participants or government pension plans) (26); high net worth individuals (14).

**Which custodians does Echelon Group use?**
Echelon Group's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Echelon Group report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/333195

**What changed in Echelon Group's recent Form ADV filings?**
In the July 2026 filing data: Added the business name Iron Creek Financial Services.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated April 30, 2026)

- Flat fee: $5,000 (financial planning services)

> Our Firm provides financial planning services under a fixed fee arrangement. ... The maximum fixed fee is $5,000.

- Hourly rate: $250 an hour (consulting planning services)

> Our Firm provides consulting services based on an hourly or fixed fee arrangement, generally $250 per hour or a $5,000 fixed fee.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $265,200,867
- Discretionary: $172,756,315
- Non-discretionary: $92,444,552

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 71 | $21,228,031 |
| High net worth individuals | 14 | $31,248,024 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 26 | $209,046,476 |
| State or municipal government entities (including government pension plans) | 1 | $1,308,002 |
| Corporations or other businesses not listed above | 3 | $2,370,334 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Educational seminars/workshops

### Firm details
- Registered since: 2024 (1 year)
- Employees: 5 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: ID, OR, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- echelongroup.com
- LinkedIn @echelon-group-inc

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $102,105,746 | 6 | July 14, 2025 |
| October 2026 | $265,200,867 | 5 | June 22, 2026 |

Regulatory assets under management: $102,105,746 in the October 2025 data and $265,200,867 in the October 2026 data, up 160%.
Total employees: 6 in October 2025 and 5 in October 2026.

## Changes in the filing (last 12 months)

### July 2026
- Added the business name Iron Creek Financial Services.

### May 2026
- Regulatory assets under management went from $102,105,746 to $265,200,867 (+160%).
- Employees performing advisory functions went from 4 to 5.
- Registered or notice-filed in OR, WA.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Echelon Group (CRD 333195): Form ADV filing data as of October 2026.