Brian Zellers is a CFP-designated registered investment advisor at Econ Wealth Management, based in Harrisburg, PA, with 6 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 337 clients with $230M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.75% |
Fees generally range from 0.60% to 1.75% per annum and are negotiable based on account size, asset complexity, and services provided.
Fee Estimator
Location
4755 Linglestown Road, Suite 204, Harrisburg, PA, 17112
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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 Activities
Brian is a baseball coach for Central Dauphin Knights, spending a few hours per week on this non-investment related activity. He receives no compensation for this role.
Employment History
Current Registrations
Econ Wealth Management
State Registrations2 states
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.
Exams
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