E
EFS Wealth Management LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Clients per advisor
0
Average account size
—
About
EFS Wealth Management LLC provides investment advisory and financial planning services to a range of clients, including individuals, trusts, family offices, small businesses, endowments, and other institutional investors. The firm typically implements management through separately managed accounts by recommending third‑party money managers and also offers standalone financial planning engagements.
The firm’s process centers on constructing asset mixes suited to client risk tolerance and long‑term objectives and on selecting and monitoring outside money managers; discretionary trading authority for portfolios generally resides with those money managers. EFS Wealth uses asset allocation, mutual fund/ETF analysis, and fundamental and qualitative methods to evaluate strategies and inform suitability determinations.
Noteworthy features include an affiliation with an insurance agency through which the firm’s representatives may offer insurance products and receive commissions, a potential conflict the brochure discloses, and a formal practice of referring clients to selected outside advisers under tri‑party arrangements. EFS Wealth also offers financial planning on an hourly or fixed‑fee basis in addition to asset‑based management fees, and the firm reported no assets under management as of its initial ADV filing.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
Wealth management
Fee options
Fixed fee for financial planning typically ranges from $1,200 to $10,000
Insurance products sold by Mr. Huey through Eagle Financial Solutions, LLC may earn commissions
Financial planning hourly rate ranges from $150 to $400 per hour
Account minimum: $50,000 Minimum fee: Minimum fee for financial planning is $1,200
Main office location
EFS Wealth Management LLC
4182 Worth Ave
Columbus OH 43219, United States
Number of offices
1
Most active in
EFS Wealth Management LLC has reported serving >5 clients in these states in the last 12 months.
Ohio
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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