ECHO Financial LLC

Updated today

Find your advisor

Client AUMClient assets under management

$3,400,000

Clients

Advisors

of 1 employees

Clients per advisor

High

Avg AUM per client

$82,927

Very Low

HNW client ratio

34%

High

About

The firm provides discretionary portfolio management, financial planning, and financial consulting primarily to individuals and high‑net‑worth individuals. It also offers trust‑implementation support (data entry and legal-review coordination) and conducts educational seminars and workshops for clients and the public.

The adviser generally charges percentage‑of‑AUM fees and manages accounts on a discretionary basis, often engaging third‑party money managers or sub‑advisors to implement model strategies. Investment analysis draws on a mix of fundamental, technical, charting and cyclical methods and the firm can accommodate client‑directed preferences such as faith‑based screening.

What is distinctive for this firm is its affiliated insurance business—its principal devotes a substantial portion of time to acting as a licensed insurance agent and sells insurance and other financial products, a practice the brochure discloses as creating potential commission conflicts. The firm also highlights hands‑on trust implementation work with Integrated Trust Systems and offers no‑charge educational seminars, services that are less common among similarly sized independent advisers.

Client services

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops

Expertise

Life insurance needs analysis Tax strategies for small businesses Retirement income strategy

Fee options

Percentage

$0 - $500,000: 2.00% $500,000.01 - $1,000,000: 1.80% $1,000,000.01 - $5,000,000: 1.75% $5,000,000.01+: 1.70%

Project-based

Up to $350 per hour

Main office

203 W. Arnold

Arnold NE 69120, United States

Offices (1)

North Platte, NE

111 Halligan Drive, North Platte, NE 69101

1 advisor

Most active in

Nebraska

Disclosures

Felony convictions

Investment-related misdemeanors

Investment-law violations

Authorization suspended

False statement or omission

Investment regulation violation

Caused license restriction

Regulatory order

License denied

Current proceeding

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Is not active or affiliated with:

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Facebook Instagram Website 308-848-2244

Advisors at this firm

Echo P

ChFC®, Series 63, Series 66, CLU®, RICP®

North Platte, NE

ECHO Financial LLC

My Goal is to help my clients live the best life possible with the money and resources they have, helping them pass those assets on to their loved ones or business colleagues with the values and goals that are of the utmost importance to them. Since financial decisions reveal the condition of the heart, I choose to use my gifts to serve others. Including debt management were needed to help clients start growing assets. To serve and to educate clients on financial principles. I know from experience that those who manage their finances according to financial wisdom and principles will experience contentment under all economic conditions. Over the years, I have discovered that all people have values; they generally care about the world and the people in it. Desire to make it a better place and through their own plans can be generous to others. Our home office is in Arnold Nebraska with a satellite office in North Platte Nebraska.

Business succession planning Retirement income strategy Debt management Long-term care insurance Multi-generational wealth transfer Retired Self-Employed Educators, Teachers, and Academics Union Employee Government Employee Mid-Career Professionals Approaching retirement Retired Behavioral coaching / decision support

View complete list of advisors at this firm

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence. Show more

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation. Show more

We review transparently

Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you. Show more

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you.

Our ongoing support