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Sean O'brien

Echo45 Advisors LLC
20 Years of Experience
Walnut Creek, CA
1 DisclosureSells Insurance
View SEC Summary
View SEC Summary

Sean O'brien is a registered investment advisor at Echo45 Advisors LLC, based in Walnut Creek, CA, with 20 years of industry experience. Sean operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Charitable Giving, Divorce Planning, Education Planning, and 9 more. Their firm serves 201 clients with $230M in assets under management.

Echo45 Advisors LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
201 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$227.4M

Fee Structure

Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.50%
$1.0M - $5.0M1.00%
$5.0M - $10.0M0.75%
$10M+0.65%

Schedule reflects Comprehensive Wealth Management rates. Standalone Investment Management rates are lower (1.00% down to 0.35%). Auto Pilot service charges up to 0.50%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1802 Tice Valley Blvd, Walnut Creek, CA, 94595

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History

Regulatory History (1)
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Customer Dispute
July 2013
Withdrawn
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Sean owns rental real estate property since 2019, dedicating minimal time. He is also a passive investor in Streamline Software. Sean is a volunteer board member at Salvation Army, dedicating minimal time. Sean is also a licensed insurance agent since 2007, dedicating minimal time.

Employment History
Current Registrations
Echo45 Advisors LLC
June 2026 - Present · 4 mos
Previous Registrations
The Salvetti Group
June 2023 - June 2026 · 3 yrs
Raymond James Financial Services Advisors, INC
April 2019 - July 2023 · 4 yrs 3 mos
Raymond James Financial Services, INC.Broker
April 2019 - July 2023 · 4 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
January 2006 - April 2019 · 13 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2005 - April 2019 · 13 yrs 6 mos
State Registrations1 state
CA
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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