ECS Wealth Strategies
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
9
33% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
9
LowAverage account size
$0
About
ECS Wealth Strategies provides financial planning, benefits education, and advisory referrals primarily to individual clients, with a particular focus on federal employees who participate in its Government Employee Benefit Institute (GEBI) training. The firm is also a licensed insurance producer and offers insurance products alongside pension and federal-benefits consulting.
Rather than exercising direct portfolio management, ECS Wealth refers clients to unaffiliated third-party investment advisers and conducts due diligence on those managers before making recommendations. It assists clients with onboarding, periodic reviews of objectives and asset allocation, and can coordinate or attend meetings with the selected managers while providing ongoing planning support.
Distinctive for its peers, the firm combines regular educational workshops and pension consulting with insurance brokerage activity, creating advisory services that are integrated with benefits-focused training. ECS Wealth maintains a written referral arrangement with a single third-party manager and receives a portion of the manager’s advisory fees, a disclosed arrangement that poses potential conflicts of interest it says it monitors.
Client services
Financial planning
Pension consulting
Selection of other advisers
Educational seminars or workshops
Expertise
General retirement planning
Occupation focus
Government Employee
Main office location
ECS Wealth Strategies
615 Piikoi Street, Suite 1503
Honolulu HI 96814, United States
Number of offices
1
Most active in
ECS Wealth Strategies has reported serving >5 clients in these states in the last 12 months.
Hawaii
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.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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.
Forms ADV
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