A complete list of active advisors currently associated with Eclectic Associates, Inc.
Warmer can help you find a great advisor at Eclectic Associates, Inc. or one who fits your needs even better.
Eclectic Associates, Inc. is an SEC‑registered, fee‑only investment adviser that provides discretionary investment management, integrated financial planning, and occasional consulting to individuals (including high‑net‑worth clients), trusts, retirement‑plan participants, charities, and businesses. The firm serves roughly 1,200 client relationships and develops a written Investment Plan for each client using questionnaires and meetings, with financial planning generally included as part of its advisory services. Portfolios are typically constructed with diversified mutual funds and ETFs, employing Modern Portfolio Theory, long‑term holdings, and periodic rebalancing, and the firm serves as a fiduciary when advising on retirement accounts. Eclectic generally acts with discretionary authority for most accounts, custodies client assets at Charles Schwab (clients are asked to use that custodian), and offers percentage‑of‑assets advisory fees with an initial setup charge and the option of hourly or fixed‑fee consulting on special projects. Distinctive features relative to many team firms include managing over $1.4 billion of client assets with an 11‑advisor team and maintaining a stated account minimum that may shape client composition and account scale. The brochure also discloses some less common practices for a team firm: Eclectic does not aggregate trade orders across client accounts (citing daily‑priced mutual funds and custodian fee structures), and it selectively recommends private placements and pooled trust‑deed investments to accredited or otherwise eligible clients.
To learn more about the advisors currently working at Eclectic Associates, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
You can also browse Eclectic Associates, Inc.'s office locations.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)