Steven Economopoulos
Econ Wealth Management · Harrisburg, Pennsylvania
Steven Economopoulos is a fee-only financial advisor at Econ Wealth Management in Harrisburg, Pennsylvania, who holds the CFP and ChFC credentials. Steven 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 |
| Credentials | CFP · ChFC |
| SEC registration | Investment adviser representative in NH, PA · CRD 3066139 |
| Exams passed | Series 63 (1998) · Series 65 (2005) |
| Firm size | 7 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.econwealth.com |
| Profile |
How Steven'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 Steven
Is Steven Economopoulos a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Steven 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 Steven charge for financial advice?
Steven's firm, Econ Wealth Management, reports charging a percentage of assets on its SEC Form ADV.
Where is Steven Economopoulos based?
Steven Economopoulos is based in Harrisburg, Pennsylvania.
What does Steven specialize in?
Steven's specialties include retirement planning, small business owners and estate & legacy planning.
What credentials does Steven Economopoulos hold?
Steven Economopoulos holds the CFP and ChFC credentials.
Is Steven Economopoulos registered with the SEC?
Yes. Steven Economopoulos is registered as an investment adviser representative in NH and PA (CRD 3066139), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Econ Wealth Management manage?
Econ Wealth Management reports $232.1M across 869 accounts in assets under management.
How do I contact Steven Economopoulos?
Through Steven'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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