Ecos Wealth Advisors

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Client assets under management

$84,128,402

Clients

149

19% high-net worth

Advisors

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Typical

Average account size

$564,620

About

Ecos Wealth Advisors provides discretionary portfolio management and comprehensive financial planning to individual clients — including high‑net‑worth households — as well as retirement plan sponsors and business entities. Services described in the brochure include individualized Investment Policy Statements, ongoing portfolio monitoring, retirement-plan consulting in a 3(21) capacity, and planning across tax, estate, charitable, education, and business areas.

The firm documents client goals and risk tolerance in written Investment Policy Statements and employs a mix of analytical methods (charting, cyclical, fundamental, quantitative, technical, and modern portfolio theory) with a long‑term trading orientation. Ecos typically manages client accounts under discretionary authority, uses Schwab Institutional for custody and execution, and may use a third‑party held‑away account platform (Pontera) to review and rebalance retirement accounts without taking custody.

Several operational details distinguish Ecos from many peers: the brochure notes a publicly available newsletter on the firm’s website, and the firm discloses that its advising personnel are licensed insurance agents and may recommend insurance products (along with related conflicts and mitigation measures). The firm reports roughly $86.9 million in assets under management across a three‑advisor team, has no account minimums, and includes insurance products and private placements among the investment types it may use.

Client services

Financial planning Portfolio management Pension consulting Newsletters or periodicals

Occupation focus

Founder/Business Owner Executive

Fee options

Percentage

$0 - $1,500,000: 1.50% $1,500,001 - $3,000,000: 1.30% $3,000,001 - $4,500,000: 1.10% $4,500,001 - $6,000,000: 0.90% $6,000,001 - $10,000,000: 0.70% $10,000,001+: Negotiable

Other

Fee-only: Comprehensive Financial Planning provided complimentary or included with portfolio management services.

Main office location

Ecos Wealth Advisors

5900 Lorac Suite #103

Clarkston MI 48346, United States

Number of offices

Most active in

California · Colorado · Florida · Michigan · Ohio · Texas

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Is not active or affiliated with:

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Facebook Instagram YouTube Website (248) 942-4842

Advisors at this firm

Tommi H

Series 63, Series 65

Clarkston, MI

Ecos Wealth Advisors

Tommi Harris is a financial advisor at Ecos Wealth Advisors with 15 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Verde Capital Management for 15 years. Harris is also president of VERDE Insurance Agency LLC. Ecos Wealth Advisors is a small registered investment adviser managing approximately $65 million for around 120 clients. The firm offers discretionary portfolio management, comprehensive financial planning, and retirement-plan consulting, employing a multi-method investment process within a long-term trading framework.

Founder/Business Owner Executive

Vita R

Series 65

Clarkston, MI

Ecos Wealth Advisors

Vita Romberger is a financial advisor at Ecos Wealth Advisors with one year of industry experience. She holds a Series 65 designation and previously worked at Foguth Financial Group from 2022 to 2024. Ecos Wealth Advisors is a small, supported registered investment adviser managing approximately $65.3 million for around 120 clients. The firm offers discretionary portfolio management, comprehensive financial planning, and retirement-plan consulting, utilizing a multi-method investment process within a long-term trading framework.

Founder/Business Owner Executive

Mitchell D

Series 65

Clarkston, MI

Ecos Wealth Advisors

Mitchell De Brincat is a financial advisor at Ecos Wealth Advisors with a Series 65 designation and less than one year of industry experience. His prior work includes roles in education at Saginaw Valley State University and teaching positions at Waldon Middle School and Lake Orion High School. Ecos Wealth Advisors is a small, supported registered investment adviser managing approximately $65.3 million for about 120 clients. The firm serves individuals, high-net-worth clients, plan sponsors, and business entities, providing discretionary portfolio management, comprehensive financial planning, and retirement-plan consulting using a multi-method investment process within a long-term trading framework.

Founder/Business Owner Executive

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