Eclectic Associates, Inc.

At Eclectic Associates, we place the client at the center of everything we do. Because of this, we stand out in the industry for the following reasons:

  1. We are fee-only: We have been fee-only from Day 1. We don’t accept commissions, and we don’t sell products. We get paid only by clients
  2. We are fiduciaries: Like our fee-only status, we have been fiduciaries since our founding. That means we give advice that is only in our clients' best interests.
  3. We have expertise: Our team is dedicated to providing the expertise our clients need to make informed decisions. Our credentials include the CFP® and CFA® designations, as well as the Master of Business Administration (MBA) degree.
  4. We have a large team: With a large team of financial planners at our clients' service, they can feel confident that we will always be here for them
  5. We are independent: We don’t receive mandates from any other company. We are not beholden to anyone’s interests but our clients'.
  6. We are experienced: We have been in the business of financial planning since 1984. Our advisors have a combined total of over 100 years in financial planning.
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Advisors at this Office

Associates at this Office

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This Office

1021 W Bastanchury Rd Ste 120 Fullerton, CA 92833-2248 Phone: (714) 738-0220 Fax: (714) 738-0483

Primary Office

1021 W Bastanchury Rd Ste 120 Fullerton, CA 92833-2248 Phone: (714) 738-0220 Fax: (714) 738-0483