Fee-OnlyFinder

Econ Wealth Management

Financial planning in Harrisburg, PA

SEC registeredNo commissions reported

Call (717) 545-5870Send a messageMap ↗

Public-record details

Address
4755 Linglestown Road, Suite 204, Harrisburg, PA 17112
Phone
(717) 545-5870
Listed under
Financial planning, % of assets managed, Retirement plan consulting
Legal name
Econ Financial Services Corporation
CRD number
226774
Registration
SEC registered since 2015-07-24
Compensation (Form ADV 5.E)
Percentage of assets under management
Commissions
None reported (Form ADV Item 5.E)
Services (Form ADV 5.G)
Financial planning; Portfolio management for individuals/small businesses; Pension consulting
Regulatory assets under management
$232.1 million
Accounts managed
869
Clients reported (Form ADV 5.D)
337
Individual / high-net-worth clients
290 / 47
Employees
7
Other business activities (Form ADV 6.A)
None reported
Disclosures reported on Form ADV
None reported
Latest Form ADV filing
2026-03-10

SEC registered investment adviser, CRD 226774, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.

All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.

Other advisers in Harrisburg

Conrad Siegel Investment Advisors501 Corporate Circle · Harrisburg, PA 17110 · (717) 652-5633 · Financial planningCRD 123560 · % of assets, Hourly charges, Fixed fees · $12.1 billion AUMSEC registeredNo commissions reportedDvb Private Wealth4800 Linglestown Road, Suite 304 · Harrisburg, PA 17112 · (717) 652-6901 · Financial planningCRD 341684 · % of assets, Fixed fees · $225.7 million AUMSEC registeredNo commissions reportedEnhancing Capital LLC5300 Derry Street · Harrisburg, PA 17111 · (717) 561-4491 · % of assets managedCRD 290018 · % of assets, Performance-based fees · $368.0 million AUMSEC registeredNo commissions reportedFischer Financial Services INC4431 North Front Street, Suite 105 · Harrisburg, PA 17110 · (717) 233-8901 · % of assets managedCRD 104616 · % of assets · $636.1 million AUMSEC registeredNo commissions reportedGrandview Asset Management LLC4200 Crums Mill Road, Floor 2 · Harrisburg, PA 17112 · (717) 541-1000 · Financial planningCRD 172357 · % of assets, Fixed fees · $411.7 million AUMSEC registeredNo commissions reportedRetirement Collaborative LLC2000 Linglestown Road, Suite 303 · Harrisburg, PA 17110 · (717) 395-9380 · Financial planningCRD 145733 · % of assets, Hourly charges, Fixed fees · $45.0 million AUMState registeredNo commissions reportedSevenbridge Financial Group, LLC3401 North Front Street, Suite 301 · Harrisburg, PA 17110 · (717) 775-8661 · Financial planningCRD 281037 · % of assets, Fixed fees · $731.1 million AUMSEC registeredNo commissions reportedTaylor Securities Services, INC.3113 North Front Street · Harrisburg, PA 17110 · (717) 232-5808 · % of assets managedCRD 304070 · % of assets · $252.5 million AUMSEC registeredNo commissions reported

All 9 in Harrisburg →