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, Investment Management, Retirement Planning. Their firm serves 307 clients with $190M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Econ Wealth Management manages investments for a fee that ranges from 0.60% to 1.75% per year of the value of your portfolio. The exact fee depends on the size of your account, the complexity of your assets, and the services provided. Fees are negotiable.
Location
4755 Linglestown Road, Suite 204, Harrisburg, PA, 17112
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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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.