Daniel Hartenstein
Daniel Hartenstein is a registered investment advisor at Ecs Wealth Strategies, based in Honolulu, HI, with 16 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Federal Employees, Financial Planning & Coaching, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
ECS Wealth Strategies does not directly manage investments. Instead, they refer clients to Baring Financial, LLC, who charges a maximum annual fee of 1.2%. ECS Wealth receives 50% of the fee you pay to Baring Financial. This percentage is not negotiable. Baring Financial's fee is negotiable, but they may be less willing to negotiate lower rates for clients referred by ECS Wealth.
Location
615 Piikoi Street, Suite 1503, Honolulu, HI, 96814
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Daniel works as a background actor, author, speaker, entertainer, and media contributor, dedicating minimal time to this. He also provides notary services and works as an insurance producer with Hart Financial Services, dedicating about a quarter of his time to the latter. Finally, Daniel is an independent contractor with Physicians Financial Services, spending about 10-20% of his time on client service, fixed instrument management, and related logistical services.
Employment History
Current Registrations
Ecs Wealth Strategies
Previous Registrations
First Allied Advisory Services, INC.
Greenbook Investment Management, INC.
Xelan Financial Planning, INC.
Xelan Investment Services, INC.
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.