Econ Financial Services provides financial planning, portfolio management for individuals and small businesses, and pension consulting. Financial planning was provided to 101–250 clients last fiscal year.
Econ Financial Services reports 337 clients. They include 290 individual clients and 47 high-net-worth individuals. Of its assets, 100.0% ($232M across 869 accounts) are managed with discretion. It advised 6 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 86% | 49% |
| High-net-worth individuals | 14% | 50% |
| Charitable organizations | 0% | 1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 290 | $113M | 48.6% | $389K |
| High-net-worth individuals | 47 | $117M | 50.3% | $2.49M |
| Charitable organizations | Fewer than 5 | $2.49M | 1.1% | — |
| Total | 337 | $232M | 100% | — |
- Clients
- 290
- Regulatory AUM
- $113M
- AUM share
- 48.6%
- Avg. per client
- $389K
- Clients
- 47
- Regulatory AUM
- $117M
- AUM share
- 50.3%
- Avg. per client
- $2.49M
- Clients
- Fewer than 5
- Regulatory AUM
- $2.49M
- AUM share
- 1.1%
- Avg. per client
- —
Total
- Clients
- 337
- Regulatory AUM
- $232M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 6
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 101–250
Econ Financial Services charges 0.60%–1.75% a year for its Investment management. The fee is billed in advance and is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Hourly fees
- EWM may offer hourly fees for specific circumstances, at $350 to $500 per hour.
Steven Economopoulos owns 75% or more of Econ Financial Services. The leadership team of Econ Financial Services includes President Steven Economopoulos. It has 7 employees, 4 of them in advisory roles.
Leadership
Steven EconomopoulosPresident/CCO
Investment adviser representatives
4 representatives listed in the SEC register as of 9 October 2026.
Staff
- 7 employees
- 4 in advisory functions
- 4 state-registered reps
- Owns 75% or more of Econ Financial Services Corporation
Steven Economopoulos
Control person · since September 2015
Econ Financial Services’ regulatory assets grew 1.7× from $136M (June 2021) to $232M (March 2026); clients rose from 258 to 337 and employees from 6 to 7.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $232M | 337 | 7 | 2 |
| March 2025 | $193M | 307 | 7 | 2 |
| April 2024 | $168M | 286 | 7 | 2 |
| March 2023 | $150M | 273 | 10 | 2 |
| February 2022 | $154M | 265 | 10 | 2 |
| June 2021 | $136M | 258 | 6 | 2 |
Besides its headquarters, Econ Financial Services has 1 office (1 private residence, listed without an address), with 1 listed address in Pennsylvania.
Pennsylvania · 1 listed address
- 4755 Linglestown Road, Suite 204, HarrisburgHQ
Contact and registration details
- Legal name
- Econ Financial Services Corporation
- Headquarters
- 4755 Linglestown Road, Suite 204, Harrisburg, PA 17112
- Website
- econwealth.com
- Phone
- 717-545-5870
- @econ-wealth-management-llc
- SEC file
- 801-104471
- Structure
- Pennsylvania corporation
- Fiscal year end
- December
Econ Financial Services uses Charles Schwab ($232M) as custodian for its separately managed accounts. Econ Financial Services has custody of $63.5M in client assets for 140 clients.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $232M100%
At year end, Econ Financial Services’ separately managed accounts were mostly in stocks (92%). Its reported 13F holdings for the quarter ended 30 June 2026 total $214M across 72 positions; the largest are J P Morgan Exchange Traded F (6.3%), SPDR Series Trust (5.5%) and Pimco ETF TR (4.3%).
What the accounts hold
- Stocks92%
- Bonds2%
- U.S. government and agency bonds1%
- State and local bonds1%
- Cash6%
Reported 13F holdings
- $214M
- Reported 13F value
- 72
- Positions
- 36.5%
- In the 10 largest
- −0.6%
- Value vs. prior quarter
- J P Morgan Exchange Traded F · Core Plus BD ETF6.3%
- SPDR Series Trust · ST Long BD ETF5.5%
- Pimco ETF TR · Multisector BD4.3%
- First TR Exchange Traded FD · Smid Risng ETF3.1%
- Select Sector SPDR TR · ST Str Care ETF3.0%
- Select Sector SPDR TR · ST Str Real ETF2.9%
- Hershey CO2.9%
- J P Morgan Exchange Traded F · Intl BD Opp ETF2.8%
- Pimco ETF TR · Mtg Bkd Secs Act2.8%
- Select Sector SPDR TR · ST Str Util ETF2.8%
Together, the ten largest are 36.5% of reported value.
How many clients does Econ Financial Services have?
Econ Financial Services has 337 clients and manages $232 million for them, as of March 2026. They include 290 individual clients and 47 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 10 March 2026
What services does Econ Financial Services offer?
Econ Financial Services provides financial planning, portfolio management for individuals and small businesses, and pension consulting.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Econ Financial Services charge?
Econ Financial Services charges 0.60%–1.75% a year for its Investment management. The fee is billed in advance and is negotiable.
Which custodians does Econ Financial Services use?
Econ Financial Services’ separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $232M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 10 March 2026
How many financial advisors does Econ Financial Services have?
Econ Financial Services has 4 investment adviser representatives registered with state securities authorities, out of 7 employees, and 4 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Econ Financial Services invest in?
At the end of its last fiscal year, Econ Financial Services’ separately managed accounts held 92% exchange-traded equities, 6% cash and equivalents, 1% U.S. government and agency bonds and 1% state and local bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Econ Financial Services?
Econ Financial Services’ direct owner is Steven Economopoulos (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 10 March 2026
How does Econ Financial Services get paid?
Econ Financial Services is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Econ Financial Services registered with the SEC?
Yes, Econ Financial Services has been registered with the SEC as an investment adviser since 24 July 2015. Its CRD number is 226774 and its SEC file number is 801-104471.
Source: Form ADV Part 1A, Item 1, filed 10 March 2026; IAPD firm record
How do I contact Econ Financial Services?
Econ Financial Services’ main office is at 4755 Linglestown Road, Suite 204, Harrisburg, PA 17112. Its phone number is 717-545-5870. Its website is econwealth.com.