Eclectic Associates, Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed August 12, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$350/hr

“We base fixed fee consulting on an estimate of the time it will take to complete a project using our hourly rate of $350.”

Flat or project fee

$350⁠-⁠$7,000

“Our fixed rate generally ranges between $350 and $7,000 but could be higher depending on the scope of the project.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Eclectic Associates, Inc. bills

Payment and refund terms, quoted from the fee section of the brochure.

• “The fixed fee may be negotiable depending on the nature and complexity of each client’s circumstances.”
• “Billing Method Investment Management Services Eclectic’s advisory fees are payable in advance at the beginning of each four-month billing period.”
• “For new client accounts, the first payment is calculated based on the value of the portfolio on the last business day of the month that the client’s assets are deposited/transferred into accounts under our management and will be payable the following month.”

How Eclectic Associates, Inc.’s fees compare

• Its hourly rate of $350 is above the California median of $300. 58% of the 932 other California planners that publish an hourly rate charge less.
• 2 of the 3 other planners in Fullerton that publish an hourly rate charge less.
• Its flat or project fee of $350-$7,000 spans the California median of $5,000. 41% of the 796 other California planners that publish a flat or project fee charge less.

About Eclectic Associates, Inc.

• Firm size: 17 employees.
• Credentials named in the brochure: CFP®, ChFC®, and CFA.
• Registered as an adviser: 1984 (42 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Clients

1,207

Employees

17

Works with

Individuals, high net worth individuals, and charities

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions

Assets managed

$1,473,498,385

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

111041

Website

eclecticassociates.com (opens in new tab)

Phone

(714) 738-0220

Can advise clients in 13 states: Arizona, California, Colorado, Florida, Idaho, North Carolina, Nevada, New York, Oregon, Tennessee, Texas, Utah, Washington

Other planners in Fullerton that publish fees

• Husami & AssociatesFullerton$520/hr
• Maaxiom Capital LLCFullerton$200/hr
• The Blackmont GroupFullerton$300/hr, $3,750
• 10/28 Wealth Management LLCOceanside$300/hr, $500⁠-⁠$10,000
• 360DividendsGranite Bay$300/hr, $2,500⁠-⁠$10,000
• 3D Holistic WealthIrvine$300/hr, $1,500⁠-⁠$10,000

Compare all 4 planners in Fullerton