Jacob Artz
Econ Wealth Management · Harrisburg, Pennsylvania
Jacob Artz is a fee-only financial advisor at Econ Wealth Management in Harrisburg, Pennsylvania. Jacob focuses on retirement planning, small business owners and estate & legacy planning. Econ Wealth Management reports charging a percentage of assets on its Form ADV.
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Specialties
Facts
| Firm | Econ Wealth Management |
|---|---|
| Based in | Harrisburg, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets |
| Accepting new clients | Yes |
| Assets under management | $232.1M across 869 accounts |
| SEC registration | Investment adviser representative in PA · CRD 6966343 |
| Exams passed | Series 65 (2022) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.econwealth.com |
How Jacob's firm compares
- Econ Wealth Management's average account is about $267,000, from its Form ADV (assets managed divided by 869 accounts).
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Questions about Jacob
Is Jacob Artz a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jacob holds no broker registration, and Econ Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jacob charge for financial advice?
Jacob's firm, Econ Wealth Management, reports charging a percentage of assets on its SEC Form ADV.
Where is Jacob Artz based?
Jacob Artz is based in Harrisburg, Pennsylvania.
What does Jacob specialize in?
Jacob's specialties include retirement planning, small business owners and estate & legacy planning.
Is Jacob Artz registered with the SEC?
Yes. Jacob Artz is registered as an investment adviser representative in PA (CRD 6966343), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Econ Wealth Management manage?
Econ Wealth Management reports $232.1M across 869 accounts in assets under management.
How do I contact Jacob Artz?
Through Jacob's website, www.econwealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Econ Wealth Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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