Noah Echavarria is a CFP-designated registered investment advisor at Santa Susana Financial, LLC, based in Simi Valley, CA, with 4 years of industry experience. Noah operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Santa Susana Financial charges an annual flat fee that covers both investment management and ongoing financial planning. The fee ranges from $3,600 to $36,000 per year, depending on how complex your financial situation is. Clients with simpler financial profiles pay fees on the lower end, while those with greater complexity, such as business owners or multiple accounts, pay higher fees. Fees are paid quarterly in arrears and can be directly debited from your accounts or paid by check, credit card, debit card, or electronic funds transfer.
Location
Simi Valley, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Santa Susana Financial, LLC
Previous Registrations
Thrivent Investment Management INC.
State Registrations1 state
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
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