Ecos Wealth Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$84,128,402
Clients
149
Advisors
4
of 4 employees
About
Ecos Wealth Advisors provides investment advisory and financial planning services to individual clients — including high‑net‑worth households — as well as to employer‑sponsored retirement plans and business entities. The firm offers ongoing discretionary portfolio management, comprehensive financial planning, retirement planning and plan consulting services.
Ecos builds an Investment Policy Statement for each client and generally implements discretionary, long‑term strategies that draw on fundamental, quantitative, technical and modern‑portfolio‑theory methods. The firm tailors model allocations to client goals and restrictions, conducts periodic reviews and delivers custodian statements, and it connects and monitors held‑away retirement accounts through third‑party platforms to implement recommendations.
Distinctive features disclosed in the brochure include a publicly available newsletter on the firm’s website and the involvement of supervised persons who are licensed insurance agents; the firm describes controls and disclosures to address the resulting conflicts of interest when insurance products are recommended. Ecos also provides ERISA‑related retirement consulting in a 3(21) capacity and uses platforms such as Future Capital and Pontera to facilitate advisory management of participant‑directed retirement accounts outside its primary custodial relationships.
Client services
Expertise
Occupation focus
Fee options
$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
Newsletter available for free on firm's website
Main office
5900 Lorac Suite #103
Clarkston MI 48346
Advisors at this office
4
Most active in
California · Colorado · Florida · Michigan · Ohio · Texas
Also doing business as
Ecos Wealth Advisors · Ecos Wealth Advisors LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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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
Quick links
Advisors at this firm
Tommi H
Series 63, Series 65
Clarkston, MI
Ecos Wealth Advisors
Tommi Harris is a financial advisor with Ecos Wealth Advisors and holds Series 63 and Series 65 licenses. He has 16 years of industry experience, including 15 years at Verde Capital Management before joining Ecos Wealth Advisors in 2023. Harris is also the president of VERDE Insurance Agency LLC. Ecos Wealth Advisors provides investment advisory and financial planning services to individual clients, high-net-worth households, employer-sponsored retirement plans, and business entities. The firm implements discretionary, long-term investment strategies tailored to client goals and maintains ongoing portfolio management and planning services.
Vita R
Series 65
Clarkston, MI
Ecos Wealth Advisors
Vita Romberger is a financial advisor at Ecos Wealth Advisors with two years of industry experience. She holds a Series 65 designation and has previously worked at Foguth Financial Group. Ecos Wealth Advisors provides investment advisory and financial planning services to individual clients, including high-net-worth households, as well as employer-sponsored retirement plans and business entities. The firm employs discretionary, long-term strategies tailored to client goals, combining fundamental, quantitative, technical, and modern-portfolio-theory methods.
Mitchell D
Series 65
Clarkston, MI
Ecos Wealth Advisors
Mitchell De Brincat is a financial advisor at Ecos Wealth Advisors with a Series 65 credential and no prior industry experience. His background includes roles at Saginaw Valley State University and Farm Bureau. Ecos Wealth Advisors offers investment advisory and financial planning services to individual clients—including high-net-worth households—as well as to employer-sponsored retirement plans and business entities. The firm employs customized, long-term investment strategies supported by fundamental, quantitative, technical, and modern portfolio theory approaches.
Hunter F
Series 66
Clarkston, MI
Ecos Wealth Advisors
Hunter Fougner is a financial advisor at Ecos Wealth Advisors in Clarkston, MI, holding a Series 66 designation with two years of industry experience. His prior work includes roles at Hantz Financial Services Inc. and Whirlpool Corporation. Ecos Wealth Advisors provides investment advisory and financial planning services to individual clients, employer-sponsored retirement plans, and business entities. The firm employs long-term, discretionary strategies tailored to client goals and conducts ongoing portfolio management and comprehensive financial planning.
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