Fang Echo Huang, CFP^®

CPA, CFA

President, Founder

Echo Wealth Management, LLC

3033 Campus Drive, Suite N145
Plymouth, MN 55441

FINANCIAL ADVISOR'S WEBSITE

www.echowm.com

(763) 432-7875 CONNECT WITH Fang

Compensation

COMPENSATION METHODS

Commission and Fee

COMPENSATION CONSIDERATIONS

A. Planning fees: $2,500 to $6,000 the first year; B. Investment Management Fees: 1% for the first million, 0.80% for the next $2 million and so on; C. Insurance Commissions: Only if you hire me to shop for insurance.

Minimums

HOUSEHOLD INCOME MINIMUM

$200,000

Investable Asset Minimum

$500,000

My Links

www.echohuang.com

General

Fang Huang is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Echo Wealth Management, LLC in Plymouth, MN and the surrounding communities.

Financial Advisor Overview

Echo Wealth Management offers in-depth financial planning and personalized investment management services for the twin cities' professionals, executives, and entrepreneurs. We aim to simplify wealth management, especially for clients with complex corporate executive compensation packages. Echo Huang started this independent registered investment advisory firm in 2015, and her team manages over $208 million for 112 clients (March 31, 2024). We are fiduciaries, and we put our clients first.

Financial Advisor Experience

Echo Huang is the president and founder of Echo Wealth Management, LLC. Her career started in West Publishing, and then in KPMG Personal Financial Planning Group in Minneapolis, where she focused on tax compliance and consulting engagements for high-net-worth individuals and families. She received her CERTIFIED FINANCIAL PLANNER™ certification in 2001 and her Chartered Financial Analyst® certification in 2016. She was named a Five Star Wealth Management Professional for 13 years since 2012. She was named a 2023 Notable Women in Wealth Management honoree by Twin Cities Business. She is also the author of Own Your Future: One Woman's Story of Immigration and Financial Freedom. Inspired by the idea that "wealth management isn't just for the wealthy", her book provides detailed step-by-step guidance and pulls back the curtain on the wealth management profession. She shares her story of arriving in the U.S. all alone from China at age 20 with only $800 to study accounting and finance. She regularly appears in the media including MPR News, Yahoo Finance Live, and over 30 podcasts to aim to educate and inspire more people to plan now to own their future. She is a competitive ballroom dancer in the pro-am International Latin category. She enjoys travel, piano, reading, and being a mother to Nina and her first dog Luna (a petite goldendoodle).

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)
Certified Public Accountant (CPA)
Chartered Financial Analyst (CFA)

Insurance Licenses

Life insurance: Minnesota
Health/disability insurance: Minnesota
Fixed annuities: Minnesota

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer

Please note that any awards stated above may not reflect any client's experience nor may not be indicative of future performance. You may review the award criteria and methodology.

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Estate Planning, Investment Management, Limited Partnerships, Getting Divorced, Employee Benefits, Getting Married, Mutual Funds, Real Estate, Insurance, Job Loss, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Starting a Family, Succession Planning, Sudden Wealth, Nontraditional Households, Personal Taxes, Women's Finances