Santa Susana Financial is a registered investment advisor founded in 2026 and based in Simi Valley, California. The firm is led by Noah Echavarria, a Certified Financial Planner. Santa Susana Financial provides integrated services combining ongoing financial planning and investment management. Clients receive personalized portfolio oversight using passive investment strategies, such as exchange-traded funds and index mutual funds, alongside holistic financial planning that covers retirement, cash flow, debt, college savings, insurance, estate planning, and business consulting. Santa Susana Financial operates on a flat-fee basis, with annual fees determined by the complexity of the client's financial situation. Additionally, optional tax preparation services are available for an extra fee. The firm does not have a minimum account size requirement.
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.