Echelon Group
- Company typePrivate
- Founded2004
- HeadquartersBoise, United States
- Headcount1–10
- GTM typeB2B and B2C
- OfferingServices
Echelon Group firmographics
Firmographics- Name
- Echelon Group
- Legal name
- Echelon Group, Inc.
- Website
- https://echelongroup.com
- Company type
- Private
- Founded year
- 2004
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Ownership category
- akta.pro rank
Echelon Group industry classification
Industry- Product category
- Financial Advisory Services
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Corporate Retirement Plan Advisory RIAs (ERISA 401(k)/403(b)) (FSAAACAF)
- akta.pro secondary industries
- Retirement & Distribution Planning RIAs (401(k)/IRA/Pension Rollovers) (FSAAACAE), Employer Retirement Plan Advisory (401(k)/Pension) (FSAEABAE), Retirement Plan Participant Advice & Managed Accounts (FSAEABAF), Digital/Hybrid Robo-Wealth & Retirement Advisory (FSAEABAK)
Keywords
Where Echelon Group is headquartered
LocationHeadquarters
- HQ city
- Boise
- HQ country
- United States
- HQ region
- North America
Markets served
Echelon Group business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Others
Revenue model
- Advisory & Plan Consulting Fees: Recurring and project-based fees earned for retirement plan advisory, executive compensation design, corporate asset management, financial planning, portfolio management, education savings, estate planning, and insurance advisory services delivered to employer plan sponsors and individual clients. Mix of ongoing retainer and one-time engagement fees.
- Securities Commissions (via Simplicity Investments): Commission revenue on securities transactions executed through Simplicity Investments, the firm's brokerage/clearing relationship for trading activities.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Annual | Quote-based advisory engagement (no published price list) |
Go-to-market motion1 record
Distribution channels3 records
Marketing channels5 records
Echelon Group product offering
Product offeringCore offering
Echelon Group provides independent fiduciary advisory services for employer-sponsored qualified retirement plans (including 401(k) design, investment analysis, fee benchmarking, TDF suitability, and ERISA compliance), executive compensation design, and corporate asset management. For individuals and households, the firm offers financial planning, discretionary portfolio management, education savings (529 planning), estate planning, and insurance advisory, delivered through a recordkeeper-agnostic model integrated with 15+ third-party platforms and supported by an in-house proprietary fund ranking system.
Product overview
Echelon Group is a financial services firm providing an integrated suite of advisory services delivered under a single SEC Registered Investment Advisor entity. The offering combines Qualified Retirement Plans, Executive Compensation Services, and Corporate Asset Management for employer and plan-sponsor clients with Financial Planning, Portfolio Management, Education Savings, Estate Planning, and Insurance services for individual clients. A Client Center portal aggregates login access to multiple third-party financial account platforms (such as Fidelity, Charles Schwab, Empower, Voya, and others) so clients can view their accounts in one place alongside the firm's advisory services.
Differentiator
Problem solved
Functional benefit
Products and services
- Qualified Retirement Plans Fiduciary advisory, design, and ongoing management of employer-sponsored qualified retirement plans (e.g., 401(k)/defined contribution), including ERISA compliance support, fee benchmarking, proprietary fund ranking analysis, risk-based TDF suitability, plan design, and employee engagement — for small and mid-sized employer plan sponsors.
- Executive Compensation Services Design, advisory, and ongoing support for executive compensation arrangements — including base salary, bonuses, stock options, and long-term incentives — for employer clients, integrated with 401(k) and other benefits programs to deliver a cohesive total rewards system.
- Corporate Asset Management Investment management of corporate retirement plan and balance sheet assets, integrating financial wellness programs and aligning employee retention with wealth-building initiatives — for small and mid-sized businesses.
- Financial Planning Holistic personal financial planning addressing goals, cash flow, and long-term planning needs for individuals and households.
- Portfolio Management Discretionary investment portfolio management for individual clients, integrating with third-party custodians and supported by the firm's proprietary fund ranking process.
- Education Savings Advisory services for education funding strategies, including 529 plan planning, for individuals and households saving for future education costs.
- Estate Planning Advisory and coordination services for estate planning needs, including wealth transfer planning for individuals and households.
- Insurance Insurance planning and risk management advisory for individuals and businesses, supported by team members holding Property & Casualty and Life Insurance producer licenses.
Companies that use Echelon Group
Customer profileSegments2 records
Ideal customer profiles2 records
Echelon Group technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration16 records
Feature3 records
Echelon Group partnerships and signals
Strategic signalScale indicators4 records
Recent moves6 records
Expansion highlights5 records
Echelon Group competitors and assessment
Company assessmentEmerging players
- Modern Wealth Management: Growing RIA focused on serving high-net-worth individuals and business owners with retirement, executive comp, and estate planning services — comparable end-client segments to Echelon's individual practice, with an emerging digital-first delivery model.
Broad incumbents
- Edelman Financial Engines: Largest independent RIA in the U.S., combining retirement plan participant services with individual wealth management. Comparable dual employer/individual model but at national scale with proprietary technology.
- NFP (National Financial Partners / Aon): Broad insurance and financial services platform with significant retirement plan advisory and executive benefits practices. Overlaps Echelon's employer-facing services as part of a much wider portfolio across the U.S.
- Cetera Advisor Networks: Large IBD/wealth management platform supporting independent advisors with retirement plan, wealth, and insurance offerings. Comparable end-client services but delivered through a multi-advisor affiliation model.
- Mariner Wealth Advisors: National RIA offering retirement plan advisory, executive compensation, estate planning, and insurance. Comparable service breadth at much larger scale and broader geographic reach.
- Carson Group: National RIA and coaching platform serving advisors and their retirement plan and individual clients. Comparable advisory offerings, though distributed through a large advisor network rather than a single regional team.
- Creative Planning: Large national RIA offering retirement plan services, wealth management, estate planning, and insurance — closely mirroring Echelon's full-service mix but at multibillion-AUM scale.
Direct peers
- SageView Advisory Group: Independent RIA focused on retirement plan consulting and wealth management for corporate executives and individuals. Closely comparable offering mix — qualified plan advisory, executive compensation, and personal wealth — with similar mid-market employer footprint.
- CAPTRUST: Large independent RIA specializing in retirement plan advisory for mid-market and large employers, plus private wealth services. Directly comparable to Echelon's employer plan sponsor and individual client segments with similar fiduciary, recordkeeper-agnostic positioning.
- Buckingham Strategic Wealth: Mid-market independent RIA providing fiduciary financial planning, retirement plan advisory, and wealth management. Comparable dual-employer/individual service model with similar geographic concentration.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks6 records
Key highlights6 records
Customer concentration
Echelon Group social profiles
Digital presenceEchelon Group financial estimates
Financial estimateRevenue estimate
Valuation estimate
Echelon Group leadership team
Management profileNumber of profiles
Profiles4 records
Echelon Group funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Echelon Group M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Echelon Group
What does Echelon Group do?
Echelon Group provides independent fiduciary advisory services for employer-sponsored qualified retirement plans (including 401(k) design, investment analysis, fee benchmarking, TDF suitability, and ERISA compliance), executive compensation design, and corporate asset management. For individuals and households, the firm offers financial planning, discretionary portfolio management, education savings (529 planning), estate planning, and insurance advisory, delivered through a recordkeeper-agnostic model integrated with 15+ third-party platforms and supported by an in-house proprietary fund ranking system.
Is Echelon Group a public or private company?
Echelon Group is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Echelon Group founded?
Echelon Group was founded in 2004. It employs 1 to 10 people.
Where is Echelon Group based?
Echelon Group is headquartered in Boise, United States, in the North America region.
How does Echelon Group make money?
Two revenue lines are on record. Advisory & Plan Consulting Fees are the primary driver. The others are securities Commissions (via Simplicity Investments).
Who are Echelon Group's main competitors?
Modern Wealth Management is listed as an emerging player. Broad incumbents are Edelman Financial Engines, NFP (National Financial Partners / Aon), Cetera Advisor Networks, Mariner Wealth Advisors, Carson Group and Creative Planning. Direct peers are SageView Advisory Group, CAPTRUST and Buckingham Strategic Wealth.
Does Echelon Group have an API?
No public API is recorded for Echelon Group.
What industry is Echelon Group in?
Echelon Group's product category is Financial Advisory Services. Its primary akta.pro industry code is FSAAACAF, Corporate Retirement Plan Advisory RIAs (ERISA 401(k)/403(b)), with a secondary code of FSAAACAE, Retirement & Distribution Planning RIAs (401(k)/IRA/Pension Rollovers). Its NAICS code is 523940 and its SIC code is 6282.