# Echo Financial LLC

> Echo Financial LLC is a state-registered investment advisory firm in Arnold, NE, registered since 2023, reporting under $25 million in regulatory assets under management in its Form ADV filing dated August 14, 2026.

- CRD: 324698
- Filed as: ECHO FINANCIAL LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Arnold, NE
- Filing period: October 2026
- Form ADV filing dated: August 14, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/324698
- AdvisorCensus page: https://advisorcensus.com/firm/echo-financial-llc-arnold-ne-324698

## Quick answers

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

**Where is Echo Financial LLC located?**
Echo Financial LLC's principal office is in Arnold, NE, according to its Form ADV.

**Is Echo Financial LLC registered with the SEC or a state?**
Echo Financial LLC is a state-registered investment advisory firm, registered since 2023. Status as filed: APPROVED. CRD 324698.

**How much does Echo Financial LLC manage?**
Echo Financial LLC reports $3,400,000 in regulatory assets under management in its Form ADV filing dated August 14, 2026 (100% discretionary).

**What types of clients does Echo Financial LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (27); high net worth individuals (14).

**Does Echo Financial LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/324698

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $3,400,000
- Discretionary: $3,400,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 27 | $1,513,556 |
| High net worth individuals | 14 | $1,886,444 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops

### Firm details
- Registered since: 2023 (3 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NE
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- echofinancialllc.com
- Facebook @ECHO.FinancialLLC
- Instagram @echopelsterbossebabe
- LinkedIn @echofinancialllc69120

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Echo Financial LLC (CRD 324698): Form ADV filing data as of October 2026.