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Echelon Group

Updated today

Client assets under management

$45,415,742

Clients

65

25% high-net-worth

Advisors

5

of 6 employees

Firm type

Team

5-30 advisors or >$500M in AUM

Clients per advisor

13

Very Low

Average account size

$698,704

About

Echelon Group provides investment advisory and planning services to individuals (including high-net-worth clients), retirement plan sponsors, foundations, charitable organizations, institutions, trusts, and estates. The firm offers discretionary portfolio management, comprehensive financial planning, and retirement plan services including both fiduciary investment management and consulting.

The firm uses a consultative planning process tied to a disciplined asset allocation framework that emphasizes ETFs and institutional mutual funds with occasional short-term tactical tilts, and it will recommend third‑party money managers when appropriate. Echelon also incorporates alternative and private investments into client portfolios when suitable and manages accounts for deferred compensation plans and other employer-sponsored arrangements.

Noteworthy features include the firm’s recent establishment as an independent registered investment adviser (registered in September 2024) and its explicit offering of ERISA 3(38) fiduciary services alongside a participant financial-wellness program marketed as “Wellcents.” Several representatives maintain outside broker‑dealer registrations and insurance licenses, a practice the firm discloses and which results in potential additional compensation from product sales; the brochure also notes that valuations for private/alternative holdings may be provided by issuers and used for fee calculations.

Client services

Financial planning Portfolio management

Expertise

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Charitable giving & philanthropy

Occupation focus

Founder/Business Owner

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Fee options

Fixed

Financial Planning fees are fixed and up to $5,000 per plan; Retirement Plan Consulting Services up to $5,000 per plan.

Percentage

$0 - $250,000: 1.25% $250,000 - $500,000: 1.00% $500,000 - $1,000,000: 0.85% $1,000,000 - $3,000,000: 0.70% $3,000,000 - $5,000,000: 0.50% $5,000,000+: 0.15%

Commissions

Some Representatives are licensed insurance agents and may receive commissions from insurance product sales. Brokerage commissions may also be earned through affiliated broker-dealer activities.

Project-based

Up to $250 per hour for Retirement Plan Consulting Services.

Main office location

Echelon Group

405 West Myrtle Street, #100

Boise ID 83702, United States

Number of offices

1

Most active in

Idaho

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Elizabeth L

Series 66

Boise, ID

Echelon Group

Elizabeth Langley is a financial advisor with Echelon Group in Boise, ID, holding a Series 66 designation and nine years of industry experience. Her career includes roles at The Leaders Group Inc., Osaic Wealth, Inc., Arbor Point Advisors, Securities America, Bank of America, and Merrill Lynch. Echelon Group provides investment advisory and planning services to individuals, retirement plan sponsors, foundations, charitable organizations, institutions, trusts, and estates. The firm employs a consultative planning process with a disciplined asset allocation framework emphasizing ETFs and institutional mutual funds, incorporating alternative and private investments when appropriate.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Charitable giving & philanthropy Founder/Business Owner
user avatar

Dallas F

Series 66

Boise, ID

Echelon Group

Dallas Fagen is a financial advisor with Echelon Group in Boise, ID, holding a Series 66 license and four years of industry experience. His prior roles include positions at Simplicity Investments, OSAIC, Woodbury Financial Services, and MassMutual Life Insurance Company. Outside of his advisory work, he coaches high school athletes in football and pole vault and instructs sculpt workout classes at a local yoga studio. Echelon Group provides investment advisory and planning services to individuals, retirement plan sponsors, foundations, and institutions. The firm employs a consultative planning process with a disciplined asset allocation strategy focused on ETFs and institutional mutual funds, incorporating alternative and private investments when appropriate.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Charitable giving & philanthropy Founder/Business Owner
user avatar

Nolan K

Series 65

Boise, ID

Echelon Group

Nolan King is a financial advisor with Echelon Group in Boise, ID, holding a Series 65 designation and one year of industry experience. He has worked at Echelon Group since 2022, with prior roles at Osaic Wealth, Inc. and Securities America, Inc. during 2024. Echelon Group provides investment advisory and planning services to individuals, retirement plan sponsors, foundations, and institutions. The firm uses a consultative planning process focused on disciplined asset allocation with ETFs, institutional mutual funds, and alternative investments, and offers fiduciary investment management and consulting services.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Charitable giving & philanthropy Founder/Business Owner
user avatar

Jacob R

Series 63, Series 65

Boise, ID

Echelon Group

Jacob Ramirez is a financial advisor at Echelon Group with Series 63 and Series 65 licenses and one year of industry experience. Prior to joining Echelon Group in 2026, he worked at Wells Fargo Clearing and Wells Fargo Bank. Echelon Group provides investment advisory and planning services to individuals, retirement plan sponsors, foundations, charitable organizations, institutions, trusts, and estates. The firm employs a consultative planning process with a disciplined asset allocation framework that emphasizes ETFs and institutional mutual funds, and it incorporates alternative and private investments when appropriate.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Charitable giving & philanthropy Founder/Business Owner
user avatar

Donald R

CFP®, ChFC®, Series 63, Series 65

Boise, ID

Echelon Group

Donald Reiman is a CFP® and ChFC® with 41 years of industry experience, currently serving at Echelon Group since 2024. His prior roles include positions at Arbor Point Advisors, Securities America, and KMS Financial Services. Outside of his advisory work, he is the author of the book *RESET: Harnessing Change, Fear, and Risk as Catalysts for an Extraordinary Life* and works as a consultant and professional speaker on its principles. He also volunteers as Director of the Bogus Basin Mountain Host program and serves on the advisory board for the Bogus Basin Recreation Association. Echelon Group provides investment advisory and planning services to individuals, retirement plan sponsors, foundations, and institutions. The firm employs a consultative planning process focused on disciplined asset allocation using ETFs, institutional mutual funds, and selective tactical tilts, incorporating alternative and private investments when appropriate.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Charitable giving & philanthropy Founder/Business Owner
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