Econologics Financial Advisors provides financial planning, portfolio management for individuals and small businesses, selecting other managers, publishing newsletters, and educational seminars. Financial planning was provided to 251–500 clients last fiscal year.
Econologics Financial Advisors reports 344 clients. They include 157 high-net-worth individuals, 134 individual clients, and 34 corporations and other businesses. Of its assets, 100.0% ($183M across 708 accounts) are managed with discretion. It advised 143 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 39% | 9% |
| High-net-worth individuals | 46% | 82% |
| Charitable organizations | <1% | <1% |
| Corporations and other businesses | 10% | 6% |
| Other | 5% | 3% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 134 | $16M | 8.7% | $119K |
| High-net-worth individuals | 157 | $150M | 81.7% | $953K |
| Charitable organizations | Fewer than 5 | $413K | 0.2% | $138K |
| Corporations and other businesses | 34 | $10.9M | 6.0% | $321K |
| Other | 16 | $6.29M | 3.4% | $393K |
| Total | 344 | $183M | 100% | — |
- Clients
- 134
- Regulatory AUM
- $16M
- AUM share
- 8.7%
- Avg. per client
- $119K
- Clients
- 157
- Regulatory AUM
- $150M
- AUM share
- 81.7%
- Avg. per client
- $953K
- Clients
- Fewer than 5
- Regulatory AUM
- $413K
- AUM share
- 0.2%
- Avg. per client
- $138K
- Clients
- 34
- Regulatory AUM
- $10.9M
- AUM share
- 6.0%
- Avg. per client
- $321K
- Clients
- 16
- Regulatory AUM
- $6.29M
- AUM share
- 3.4%
- Avg. per client
- $393K
Total
- Clients
- 344
- Regulatory AUM
- $183M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 143
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 251–500
Econologics Financial Advisors charges 0.70%–1.00% a year for its Investment Advisory Service Fee. The whole portfolio is charged at the rate of its band. The fee is negotiable. The brochure also prices 6 other services, listed under fee details.
| Asset band | Annual rate |
|---|---|
| $0–$250K | 1.00% |
| $250K–$500K | 0.75% |
| $500K and above | 0.70% |
Fee details and sources
Other fees
- Ongoing advisory service for non-owners and new owners
- The quarterly fee for new non-owner and new owner clients ranges from $425 to $975 per quarter.
- Ongoing advisory service for owners
- The monthly fee for new owner clients ranges from $475 to $975 per month.
- Practice Exit & Wealth Management Plan
- For owners without a Roadmap, generally $5,000, not to exceed $12,500, based on an hourly rate of up to $400.
- Roadmap for New Owners (Hybrid)
- Generally $5,000, not to exceed $7,500, based on an hourly rate of up to $400.
- Roadmap for Non-Owners
- Generally $2,000, not to exceed $5,000, based on an hourly rate of up to $400.
- Roadmap for Owners
- Generally $7,500, not to exceed $12,500, based on an hourly rate of up to $400.
Diane Hart owns 50% to 75% of Econologics Financial Advisors. Diane Hart is CEO. It has 18 employees, 6 of them in advisory roles.
Leadership
Diane HartManaging Member & Chief Executive Officer
Eric MillerManaging Member & Senior Financial Advisor & CCO
Investment adviser representatives
8 representatives listed in the SEC register as of 9 October 2026.
Staff
- 18 employees
- 6 in advisory functions
- 6 state-registered reps
- 8 insurance agents
- Owns 50% to 75% of Econologics Financial Advisors, LLC
Diane Hart
Control person · since November 2007
- Owns 50% to 75% of Econologics Financial Advisors, LLC
Eric Miller
Control person · since April 2015
Econologics Financial Advisors’ regulatory assets grew 7.8× from $23.5M (July 2021) to $183M (March 2026); clients rose from 70 to 344 and employees fell from 20 to 18.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $183M | 344 | 18 | 1 |
| March 2025 | $141M | 259 | 18 | 1 |
| July 2024 | $114M | 240 | 17 | 1 |
| July 2023 | $84.8M | 193 | 19 | 1 |
| April 2022 | $75.9M | 167 | 19 | 1 |
| July 2021 | $23.5M | 70 | 20 | 1 |
Besides its headquarters, Econologics Financial Advisors has 0 offices, with 1 listed address in Florida.
Florida · 1 listed address
- 2401 West Bay Drive, Suite 603, LargoHQ
Contact and registration details
- Legal name
- Econologics Financial Advisors, LLC
- Headquarters
- 2401 West Bay Drive, Suite 603, Largo, FL 33770
- Phone
- 727-588-1540
- @econologics
- SEC file
- 801-79018
- Structure
- Wyoming LLC
- Fiscal year end
- December
Econologics Financial Advisors uses Assetmark Trust ($141M) as custodian for its separately managed accounts. Econologics Financial Advisors does not have custody of client assets.
- Assetmark TrustAssetmark Trust Company · Concord, CA · $141M100%
At year end, Econologics Financial Advisors’ separately managed accounts were mostly in funds (50%) and stocks (26%).
What the accounts hold
- Stocks26%
- Funds50%
- Bonds16%
- U.S. government and agency bonds15%
- State and local bonds1%
- Cash8%
How many clients does Econologics Financial Advisors have?
Econologics Financial Advisors has 344 clients and manages $183 million for them, as of March 2026. They include 157 high-net-worth individuals, 134 individual clients, and 34 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 24 March 2026
What services does Econologics Financial Advisors offer?
Econologics Financial Advisors provides financial planning, portfolio management for individuals and small businesses, selecting other managers, publishing newsletters, and educational seminars.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Econologics Financial Advisors charge?
Econologics Financial Advisors charges 0.70%–1.00% a year for its Investment Advisory Service Fee. The whole portfolio is charged at the rate of its band. The fee is negotiable.
Which custodians does Econologics Financial Advisors use?
Econologics Financial Advisors’ separately managed account assets are held at Assetmark Trust Company (Concord, CA), with $141M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 24 March 2026
How many financial advisors does Econologics Financial Advisors have?
Econologics Financial Advisors has 6 investment adviser representatives registered with state securities authorities, out of 18 employees, and 6 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 8 employees are 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 Econologics Financial Advisors invest in?
At the end of its last fiscal year, Econologics Financial Advisors’ separately managed accounts held 50% registered funds (mutual funds, ETFs, BDCs), 26% exchange-traded equities, 15% U.S. government and agency bonds, 8% cash and equivalents 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 Econologics Financial Advisors?
Econologics Financial Advisors’ direct owners are Diane Hart (50% to 75%) and Eric Miller (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 24 March 2026
How does Econologics Financial Advisors get paid?
Econologics Financial Advisors is paid through a percentage of assets under management, hourly charges and fixed fees. 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 Econologics Financial Advisors registered with the SEC?
Yes, Econologics Financial Advisors has been registered with the SEC as an investment adviser since 13 January 2014. Its CRD number is 125738 and its SEC file number is 801-79018.
Source: Form ADV Part 1A, Item 1, filed 24 March 2026; IAPD firm record
How do I contact Econologics Financial Advisors?
Econologics Financial Advisors’ main office is at 2401 West Bay Drive, Suite 603, Largo, FL 33770. Its phone number is 727-588-1540. Its website is econologicsfinancialadvisors.com.