Eureka Financial Planners, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Eureka Financial Planners is an independent, fee‑based financial planning and investment management firm that manages roughly $51.68 million for about 98 clients, serving individuals and retirement plans. The firm provides financial planning, qualified plan consulting, and ERISA plan services (including non‑discretionary 3(21) fiduciary advice) in addition to ongoing portfolio management.
The firm delivers investment advice on a non‑discretionary basis, preparing security selections and portfolio recommendations but obtaining client approval before executing trades and providing periodic reviews and reporting. Its research uses both fundamental and technical analysis, and the firm discloses use of options, other derivatives, and borrowing within separately managed account strategies when applied to client portfolios.
Distinctive features include the predominance of non‑discretionary assets under management and an explicit focus on pension consulting and ERISA plan work alongside individual client services—each of which is less common among independent peers. The firm also discloses that its principal maintains separate licensed activities (including insurance and other businesses), and it manages those potential conflicts through written disclosures and internal policies.
Client services
Expertise
Fee options
Flat fee between $125 and $2,500 for financial planning and $125 to $2,500 for qualified plan consulting services
1% annually
$125 per hour for financial planning services
Fee-only: Hourly fee of $125 per hour or fixed fee between $125 and $2,500 for financial planning services
Main office
Eureka CA
Advisors at this office
1
Most active in
California · Oregon · Washington
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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
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